Retirement planning and being able to manage your pension pot effectively can be a difficult task. If you are considering your pension savings and these are more than your annual allowance you could benefit from the ‘carry forward’ rules for unused annual allowances from previous years and still receive tax relief. Seeking professional financial advice could help you to understand your tax liabilities and allowances.
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not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
