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
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This factsheet isn’t personal advice. If you’re not sure what’s right for your circumstances, you should ask for advice. Pension and tax rules can change, and any benefits will depend on your circumstances. Scottish tax rules differ, and different benefits apply. Money in a pension cannot usually be accessed until age 55 (57 from 2028).
How much tax relief could you get?
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 ask for advice. Pension and tax rules can change, and any benefits will depend on your circumstances. Scottish tax rules differ, and different benefits apply. Money in a pension cannot usually be accessed until age 55 (57 from 2028).