FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Annual Allowance and Carry Forward

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Tapered annual allowance – examples

We have put together some simple examples to help explain Tapered annual allowance and how the client may be affected.
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Tapered annual allowance & high earners

From 6 April 2016 the annual allowance will taper to a minimum of £10,000 for those with adjusted income exceeding £150,000.
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Pension Input funding - July Budget 

The attached table outlines the potential options for pension funding under the transitional "mini PIP's" created by the Summer Budget on 8 July 2015.
Apples

PIP changes - July Summer Budget

Significant changes to pension input periods (PIPs) have been introduced and from 6 April 2016 all PIPs will run in tax years. These PIP start and end dates will not be able to be altered by either the provider or the member.

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