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Professional Adviser
  • Tax planning

Alistair Wilson: The clock is ticking on carry forward

What to do by 5 April

Clock workings
Alistair Wilson: "Carry forward allows unused pensions annual allowance to be brought forward from the three previous tax years."
  • Alistair Wilson
  • 06 February 2019
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The benefits of topping up clients' pension contributions with unused allowances from previous years are often overlooked, writes Alistair Wilson, as he works through two case studies

With the end of the tax year looming, it is time to ensure all clients' available allowances are used - where possible, of course. And carry forward allows unused pensions annual allowance to be brought...

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