Pensions considerations at tax year end - video with FundsNetwork

Calculating a client’s pension allowances, particularly at tax year end, can be complex.

FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, take you through the many steps necessary when assessing a client’s position before making a pension contribution.

From the critical starting point of tax relief, they also discuss:

•           Annual allowances
•           The tapered annual allowance
•           Carry forward
•           The money purchase annual allowance and the triggers
•           Exceeding annual allowances
•           The lifetime allowance

The video can be viewed within the tax year end hub of FundsNetwork, where you will also find a wide range of support material for you and your clients at this time of year.

Watch now