Understanding the Annual Allowance – Webinar

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To help explain some of the complexities of the Annual Allowance and its impact on pension savings, we organised a webinar in February 2021.

The session was hosted by chartered financial planner Joseph Awaritefe and lasted around 30mins, covering the following key topics:

  • Annual Allowance rules up until the end of 19/20 tax year
  • Paying tax charges including Scheme Pays options
  • Claiming government compensation for tax charges in the 19/20 tax year
  • Impact of new Annual Allowance rules from the 2020/21 tax year
  • How the McCloud Judgement may affect your Annual Allowance figures

For further information or to talk to an adviser, please complete our contact form or phone 020 7252 5765.

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