Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP · LSE:FGGG
Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP — Fidelity Personal Investing — Fact Sheet (April 2017)
6 slides from Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP's fact sheet, April 2017
Slide 1: Tapered Annual Allowance and How It Works
TAPERED ANNUAL ALLOWANCE TAPERED ANNUAL ALLOWANCE AND HOW The amount you can tax-efficiently invest in a pension each year is limited to the annual allowance. For most people this is IT WORKS usually £40,000 but for some high earners this may be reduced. The allowance will be ‘tapered’ according to
Slide 2: Will I be affected by the tapering of the annual allowance?
Will I be affected by the tapering of the annual allowance? This depends on your annual income as defined by two measures. Your annual allowance will only be reduced if both of the following occur in a tax year: Your ‘threshold income’ is above £110,000 and Your ‘adjusted income’ is over £150,000. W
Slide 3: How is my threshold income and adjusted income calculated?
How it works: How is my threshold income calculated? How is my adjusted income calculated? Firstly, add up all the following: Firstly, add up all the following: Adjusted income Annual allowance Your salary (do not include any pension contributions made All your taxable income (as per your threshold
Slide 4: How the tapered annual allowance works in practice
What if I am already subject to the How the tapered annual allowance works in practice Money Purchase Annual Allowance? If you have already started accessing your pension savings a Example 1 – Phoebe Example 2 – Ravi lower money purchase annual allowance (MPAA) will apply to you. If you need to know
Slide 5: Example 3 – Helen
Example 3 – Helen Helen’s salary is £130,000 and she receives a bonus of £10,000. She also receives £2,000 in interest from her savings and £7,500 in dividends from her investments. Helen makes a £14,000 payment into her pension and her employer matches her contribution. Helen’s threshold income = £
Slide 6: How can Fidelity help?
HOW CAN FIDELITY HELP? Important information Fidelity Personal Investing does not give personal recommendations. If you are unsure about the If you would like to discuss your pension arrangements suitability of an investment you should speak to an authorised financial adviser. The value of tax benef
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