This stand-alone calculator will determine the level of tapered annual allowance applicable to the client. This can be used for the tax years 2025/26 onwards. The results are based on the information provided, our current understanding of HMRC rules and does not account for any additional proposed contributions. If you wish to do a full calculation including maximum contributions and carry forward, please use our Carry forward calculator.
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At the top of the page, download the tool using the blue ‘Download file’ button, or use a different browser to benefit from this tool.
Need more help?
Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing:
- Pensions technical queries – pensionstechnical@quilter.com
- Life and trust technical queries - taxandtrusts@quilter.com