Annual Allowance Report

Based on what you’ve told us, it sounds like this report is best for you:

What's included?

As you are a high earner, it is important to review your pension tax allowances and make sure you are making the most of these.

We'll recommend how to get the most tax relief via pension contributions without exceeding any allowances and causing a tax charge.​​

​This includes how to make the most of your:​​

·      Annual allowance​​

·      Tapered annual allowance (if this applies to you)​​

·      Previous year's unused allowances​

Your fee breakdown


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