How much you can pay into pensions this year – tapering, the MPAA and three years of carry forward worked out for you
Secure checkout. Your file is ready in your client portal as soon as payment clears.
The annual allowance is the most that can go into your pensions each tax year with tax relief before a charge applies. Unused allowance from the previous three years can be carried forward, which is how many people make large one-off contributions – for example from a bonus or business sale.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Contributions and income for this year and the last three. What you do: enter each year.
Step 2
Your situation and any MPAA trigger. What you do: fill in once.
Step 3
Allowances and taper thresholds used. What you do: update each April.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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