Norfolk Financial Services News

Independent Financial Advisers in Norfolk

SIPP Contribution Limits

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Any “relevant UK individual” can contribute up to 100% of their relevant UK earnings into a SIPP, or, if they have no earnings, they can contribute up to £3,600 gross per annum e.g. Mrs Smith is earning £100,000 per year and she can contribute up to £100,000 per year into her SIPP. Please note that there is an annual maximum tax relievable contribution level of £245,000 for 2009/10 and for 2010/11 this will increase to £255,000. You can contribute more, but it will be taxed at 40%. Anyone, even a child, can contribute up to that £3,600 limit in a SIPP. It is possible to contribute more than the annual allowance in certain circumstances, such as in the year of retirement or by changing input periods. We would strongly recommend that advice be sought.

Pensionable income including employment income, bonus, benefits in kind, self employment and partnership profits can all be contributed (Pensionable income does not include investment income, rental income or pension income).

Call us on 01603 861621 or visit our website here

Written by admin

November 19th, 2009 at 5:57 pm

Posted in SIPPs

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