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Annual Allowance Calculator

Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or Tapered Annual Allowance applies, as well as the amount of unused allowance and carry forward.

  • Covers three aspects of Annual Allowance

  • View online and offline

  • Save as a pdf for your reports

Key features of our Annual Allowance calculator

Three aspects of Annual Allowance

Enter your client’s existing and expected pension input amounts and this tool will show:

  • the amount of unused Annual Allowance, including any carry forward
  • if your client will be subject to the tapered Annual Allowance and have a personal Annual Allowance of less than the current £40,000. It will calculate the taper per tax year
  • if an Annual Allowance excess exists

Support material to help you

Learn about Annual Allowance and Pension Tax Relief, and how to use the calculator by watching this webinar.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Save as a pdf

To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF).

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

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