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20th February 2017

FundsNetwork: Allowances and pension contributions at tax year end

Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. With this in mind we thought you might find FundsNetwork’s latest video of interest. Paul Kennedy, (Head of Tax and Trust Planning) and Paul Squirrell (National Pensions Sales Manager) discuss how taking a step-by-step approach to identifying different client circumstances can help to highlight important considerations.

Topics covered are:

  • Annual allowance
  • Tapered annual allowance 
  • Carry forward 
  • Money purchase annual allowance 
  • Exceeding annual allowances 
  • Lifetime allowance

The video can be viewed within the ‘Technical matters ’ area of their website, where you will also find a wide range of support material, including pension technical videos to help with revision for CII exams or if you’re looking to brush up on your pension knowledge

Partner Videos, Technical, Tax, Trust & ISA, Pensions

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