In Focus: Tax planningMar 20 2024

How to help clients use carry forward

  • Explain how carry forward works
  • Identify the tax benefits of making use of unused pensions allowances
  • Describe how the annual allowance affects carry forward contributions
  • Explain how carry forward works
  • Identify the tax benefits of making use of unused pensions allowances
  • Describe how the annual allowance affects carry forward contributions
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
How to help clients use carry forward
(William Warby/Pexels)
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Clients who have been paying into a pension can back-date some of their unused tax-free annual allowance, known as carry forward. 

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