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Guide to pension tax relief

GUIDE TO PENSION TAX RELIEF

In the 2021/22 tax year, the government gave over £51 billion back to investors as tax relief on their pension contributions. And last tax year it’s estimated they gave back around £27 billion.

If you’re a UK resident under 75 you can get tax relief, even if you don’t pay tax.

Our straightforward guide isn't personal advice, but it gives a run-down on:

  • How pension tax relief currently works
  • How much you can contribute to maximise tax relief
  • How some high earners could receive up to £81,000 in tax relief
  • Restrictions affecting higher earners

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    This isn’t personal advice, consider taking advice if you’re not sure. You can’t normally access money in a pension until age 55 (57 from 2028) when up to 25% is usually tax free and the rest taxable. Pension and tax rules can change and any benefits will depend on your circumstances.

    In the 2021/22 tax year, the government gave over £51 billion back to investors as tax relief on their pension contributions. And last tax year it’s estimated they gave back around £27 billion.

    If you’re a UK resident under 75 you can get tax relief, even if you don’t pay tax.

    Our straightforward guide gives a run-down on:

    • How pension tax relief currently works
    • How much you can contribute to maximise tax relief
    • How some high earners could receive up to £81,000 in tax relief
    • Restrictions affecting higher earners

    This isn’t personal advice, consider taking advice if you’re not sure. You can’t normally access money in a pension until age 55 (57 from 2028) when up to 25% is usually tax free and the rest taxable. Pension and tax rules can change and any benefits will depend on your circumstances.

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