This stand-alone calculator will determine the level of tapered annual allowance applicable to the client. This can be used for the tax years 2024/25 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.
Additional Technical Support
If you have a question that was not covered online, our expert team would be pleased to help. Simply click the button below, fill in the form and our technical team will aim to be in touch within 48 hours, between 8.30am-4.30pm, Monday-Friday. Or call the team on 02380 726010.