In this section
Guides
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Description |
Date uploaded |
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These tax tables provide valuable information on tax limits, benefits, allowances and rules for the tax year 2024/25. . |
16 April 2024 |
6 pages |
5 April 2025 |
Videos
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Title |
Description |
Date uploaded |
Length |
Expiry date |
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Comedian Mark Watson gives a quick and easy overview of pension allowances – annual, tapered and Money Purchase (MPAA). Part of the Pension Sessions series. |
1 May 2024 |
07:51 |
1 May 2025 |
|
You can put as much as you like into your pensions each year, but you only get tax relief on contributions up to £60,000 a year. This short video explains the annual allowance and what happens if you exceed it. Part of the Money Lab series. |
14 Feb 2024 |
02:42 |
30 Sept 2024 |
|
Asset classes describe the different types of thing you can invest your money in, whether that's commodities, property, bonds or something else. Learn the basic pros and cons of the five main classes. Part of the Money Lab series. |
08 Mar 2024 |
03:01 |
30 Sept 2024 |
Tools
Title |
Description |
Date uploaded |
Expiry date |
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You only get tax relief on pension contributions up to £60,000 a year. Our annual allowance calculator can help you estimate your contributions so you can make sure you stay within your limit. |
13 Jan 2023 |
N/A |
Guides
Title |
Description |
Date uploaded |
Length |
Expiry date |
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This useful factsheet tells you what the annual allowance is, how to check your contributions and what happens if you exceed your allowance. |
13 Jan 2023 |
4 pages |
31 March 2025 |
|
The idea behind tax relief is to encourage people to save for retirement. This guide explains all about tax relief on pension contributions and how to use the ‘carry forward’ rule if you need to. |
13 Jan 2023 |
8 pages |
31 March 2025 |
|
If you’re thinking about taking a lump sum, setting up an income or changing an income instruction, it’s important to understand how tax could affect those payments. This guide explains which tax rules apply. |
13 Jan 2023 |
16 pages |
31 March 2025 |
|
If you take more than your 25% tax-free amount from your pension while you’re still working, it could reduce your annual allowance and make future contributions less tax-efficient. This guide to the MPAA explains it in full. |
13 Jan 2023 |
4 pages |
31 March 2025 |
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