Neil MacGillivray: Assessing the tapered annual allowance before tax year end

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Neil MacGillivray: "It’s the client’s responsibility to declare any annual allowance charge within their self-assessment tax return."
Neil MacGillivray: "It’s the client’s responsibility to declare any annual allowance charge within their self-assessment tax return."
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As the tax year end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

As we approach the end of the tax year, we are receiving quite a number of queries on tapering of the annual allowance (AA) and how it affects high income individuals, so I thought it would be worth sharing...

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