Carry forward and annual allowance
This carry forward and annual allowance calculator helps you work it out, but other limits apply. Make sure you read the Carry Forward & Annual Allowance Factsheet first to get the facts. If you are unsure of the suitability of an investment for your circumstances, please seek advice. Correct at 8 February 2016.
Important: the chancellor will make an announcement about pension contribution rules and tax relief on 16 March 2016. Carry forward might be affected and tax relief could be replaced with a single flat rate for everyone. It is possible changes could be made with immediate effect.