Case Studies

Not to lose the 2019/20 Annual Allowance

Client’s should consider maximising their contributions so that they do not lose any unused  Annual Allowance for 2018/19

Details

  • Anita Hug has been a member of a pension plan for a number of years
  • Her income is such that it does not exceed the ‘Threshold’ limit
  • This has meant her Annual Allowance has not been tapered.
  • Over the last few years, her Company has been regularly contributing to her pension plan

She wants to know how much she can contribute on or before 5th April 2023

And what would be the situation if she waits until next tax year

Solution; Carry Forward calculator

 

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