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PPS can work out the future tax charges arising from the change to the new Annual Allowance (AA) and Lifetime Allowance (LTA), including promotion and commutation forecasts and supply the information you need for your tax return.

Where the new AA at £40k is exceeded, tax at your marginal rate becomes payable.  A large AA tax bill can result in a higher rate tax charge.

The LTA is currently £1,073,100.

Please see payment page for options for calculations.

There are other providers who can also provide this service.  Where the AA is exceeded your pension administrator must provide the relevant information within six months from the end of the tax year.  Where you request a forecast they have three months to supply such information.  You can obviously work them out for yourself using publicly available Treasury and Home Office documents.

Please read the terms and conditions and subsequent pages.