Which factor relating to his circumstances confirms that he will avoid incurring a special annual allowance charge in the current tax year?

Last Updated on January 29, 2022 by Admin 2

Trevor is a member of a defined benefit company pension scheme. Which factor relating to his circumstances confirms that he will avoid incurring a special annual allowance charge in the current tax year?

  • He is a member of an Employer Financed Retirement Benefit Scheme (EFRBS)
  • He is aged 61
  • His total annual earnings have never exceeded £110,000
  • His benefits include the maximum level of death benefit
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