26th November 2019
Tax relief and annual allowance (60 minutes)
60 minutes CPD
Jim Grant and Fiona Hanrahan dig deeper into the technicalities of tax relief and the annual allowance in our webinar master-class.
Learning outcomes
After watching this webinar, you have an understanding of:
- the rules on tax relief and how much is available
- the relationship between the annual allowance and tax relief
- what triggers the money purchase annual allowance
- how to calculate the annual allowance when the taper applies
- how to calculate unused annual allowance using carry forward
- know where people go wrong when doing carry forward calculations and how to prepare
- understand carry forward by working through some case studies