Pension annual allowance

What it is and how to avoid breaching it

Gettyimages 1285993560
Evelyn Partners
Published: 30 May 2022 Updated: 30 May 2022
Pensions

Download your free guide

Pensions come with fantastic tax benefits and are the foundation of retirement savings for very good reasons. But there is no getting away from the fact that they come with many rules and regulations, which can be complex and change frequently. In this short guide, we look at the pension annual allowance, which, while straightforward for many, has caused unnecessary or surprise tax bills for others in recent years.

In this guide, find out about:

  • How the annual allowance works
  • The tapered annual allowance
  • What to do if you’re close to breaching or have breached the annual allowance
  • How to make the most of your allowances

Download free guide

Please complete this form, and one of our experts will call you at a convenient time.

Please complete all fields below

Speak to an expert

020 3131 6167