Carry forward | Bitesize Technical скачать в хорошем качестве

Carry forward | Bitesize Technical

Carry forward enables clients to contribute more than the annual allowance, without incurring tax charges. However, there are some key factors to consider when calculating carry forward for your clients. Senior Technical Consultant, Joshua Croft, takes us through them all in the latest Bitesize Technical video. Join Josh as he outlines: • which clients are eligible to use carry forward; • if there is a limit on the tax relief clients can receive on carry forward contributions; and • how the tapered annual allowance impacts carry forward. To read more on the topic, head on over to our website to view the full article: https://www.investcentre.co.uk/articl... ____________________________ Enter the Techcentre Keep your finger on the pulse of the ever-changing regulatory and legislative landscape with the help of our technical experts: https://www.investcentre.co.uk/suppor... ____________________________ For financial professionals only. The information contained in our technical material is based on our understanding of current law, practice and taxation which may be subject to change.