Find your fund
Use fund name, code or other filters to find the fund you need.
Industry news, research and expert opinion
For those clients who can pay contributions above their annual allowance (including those paid by their employer), carry forward is an integral part of tax year end planning. The rules are:
Please be aware that your clients have until tax year end on 5th April to use their 2016/2017 allowances.
|Tax year||Annual allowance||Regular contributions (gross)||Unused annual allowance||Gross additional contribution||Remaining annual allowance|
|Total of additional contribution||£50,000||£20,000|
* Source – The Pensions Advisory Service Website 2019
Our useful carry forward calculator can assist in calculating your client’s unused annual allowance.
This information is for UK Financial Adviser use only and should not be distributed to or relied upon by any other person.