Pension carry forward calculator

Calculate your client’s available pension annual allowance for a tax year

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

This calculator works out how much pension annual allowance your client has available for a tax year without triggering an annual allowance tax charge. This includes any unused allowance carried forward from earlier years.

Simply complete the details of your client's pension savings for the last few tax years and our calculator will do the rest.

The figures produced by this calculator are based on a number of assumptions and are only illustrative.
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