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Carry forward and annual allowance

Carry forward and annual allowance

There’s a little-known pension tax rule that could help you get extra tax relief from the government. It’s known as carry forward.

This isn't personal advice, but download this essential factsheet to find out:

  • What carry forward is and when you could qualify
  • How to make the most of past years’ pension allowances
  • How to calculate how much more you could pay into a pension
  • Examples of how carry forward works

Download my factsheet

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    This factsheet isn’t personal advice. If you’re not sure what’s right for your circumstances, you should seek advice. Pension and tax rules can change, and any benefits will depend on your circumstances. Scottish tax rules differ, and different benefits apply.

    Could you get up to £72,000 in tax relief?

    There’s a little-known pension tax rule that could help you get extra tax relief from the government. It’s known as carry forward.

    Download this essential factsheet to find out:

    • What carry forward is and when you could qualify
    • How to make the most of past years’ pension allowances
    • How to calculate how much more you could pay into a pension
    • Examples of how carry forward works

    This factsheet isn’t personal advice. If you’re not sure what’s right for your circumstances, you should seek advice. Pension and tax rules can change, and any benefits will depend on your circumstances. Scottish tax rules differ, and different benefits apply.

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