Pensions ‘in-depth’: tax relief and annual allowances

Here we've gathered information around the law and mechanisms underpinning tax relief on pension contributions and matters relating to annual allowances, tapered annual allowance and the annual allowance tax charge.

Supporting annual allowance and tax relief calculations – ‘at a glance guide’

Amongst its many uses, the Pension Summary Report contains helpful summary information to assist your calculations and other processes associated with tax relief and annual allowances.

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Introducing your Pension Summary report

Our complete guide about all you need to know about your client’s pension accounts at a touch of a button.

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The annual allowance charge - Scheme Pays

Paul Squirrell provides a step-by-step approach to calculating clients’ annual allowance charges. He also explains the two types of Scheme Pays, mandatory and voluntary and the process and deadlines for Voluntary Scheme Payments available with our Pension.

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Guides to aid your client discussions