Laws and tax rules may change in the future. A client's personal circumstances and where they live in the UK will also have an impact on tax treatment.

Pension carry forward calculator

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.

Launch the pension carry forward calculator

More resources for advisers

 

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    Help Centre

    Guides and videos to help you use Wrap
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    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
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    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
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