8th February 2018
FundsNetwork: important pension considerations at the tax year end
Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, discuss how taking a step-by-step approach to identifying different client circumstances can help to highlight important considerations.
Topics include:
- Annual allowance
- Tapered annual allowance
- Carry forward
- Money purchase annual allowance
- Exceeding annual allowances
- Lifetime allowance
The video can be viewed within the ‘Tax year end support’ area of the FundsNetwork website, where you will also find a wide range of support material for you and your clients for this time of year.
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