Financial education specialists Affinity Connect will be delivering a one-hour course for those making pension contributions who have an income of close to or over £100,000, focused around the implications of this for your tax bill.

The session will delve deeper into the potential impact of the Annual Allowance and Lifetime Alllowance, explaining what they are, their limits and how they might affect you.

The aim of the course is to provide information on how to:

  • Identify if you’re impacted by the Annual Allowance or Lifetime Allowance
  • Fully utilise the allowances available to you
  • Discover the options available to you if you’re impacted
  • Plan for tax charges that may be due.

To learn more about this course, view the agenda. Courses will take place on 23rd June 2022 between 10:00am – 11:00am, and on 17th November 2022 between 1:00pm – 2:00pm. To book your spot, please visit ESR. Please note the courses will provide information only and will not include or constitute regulated financial advice.