Higher earners warned over tax relief

Those that fall into the higher earners bracketnot wait. Chris Noon, partner at Hymans
have been warned that the government mayRobertson, says that although he is not expecting
impose further restrictions to pension savings inthe government to lower the contribution limits,
the emergency Budget on June 22.anyone who deems it a risk should top up their
Accountants and wealth advisers have reported apensions as much as possible before the Budget,
surge in calls from clients that earn overas a safety measure.
£100,000 per year who are concerned thatSince the beginning of the current tax year those
changes to pension tax relief might restrict howearning more than £150,000 have been advised
much they can save for retirement.to top up their pensions.
The rules that set the boundaries around howThe highest income tax rate of 50% has already
much high earners can pay into a pension camecome into effect, but restrictions on tax relief will
into force last year. The new restrictions statenot be coming in until next year, so high earners
that anyone earning more than £130,000 is onlyhave a one-year window in which they can pay
allowed to deposit up to £20,000 a year into aas much as possible into their pensions while
pension, with some exceptions.benefiting from a 50% tax relief – albeit with
The supposed "anti-forestalling measures" werethe annual restriction of £20,000.
put into place to prevent the highest earnersHowever, some consultants have warned that
from filling their pensions with large amounts ofpeople could be caught out by the restrictions
cash before the higher-rate tax relief is restrictedwithout even realising. Ray Pygott, partner at
next year. From April 2011, higher-rate relief willKPMG, said that anyone earning over £100,000
be cut down from 40% to 20% for thoseshould review their pension arrangements, as they
earning between £150,000 and £180,000.might be getting other sources of income such as
But accountants have highlighted that thoseannual bonuses or rental income. These extras
earning less than £150,000 could also see theircould push them over the current limits, therefore
tax relief restricted. Before the election, thesubjecting them to a different set of restrictions.
Liberal Democrats stated that they would cutIt is feared that both the new restrictions and
higher-rate pension tax relief all together. Theother tax charges that are being introduced, will
accountancy firm Grant Thornton, thinks it isput high earners off pensions altogether.
"likely" that the government will lower the"A lot of people will be disadvantaged by being in
threshold for higher-rate relief in June.pensions – I think we'll see high earners
But Mike Warburton, tax partner at Grantcoming out of pensions altogether and looking at
Thornton, says this doesn't mean that higheralternatives," says Pygott.
earners should immediately pay more into theirCompanies are also looking to put alternative
pensions.schemes in place for their high earners. These
He does not expect the anti-forestalling measuresschemes can include corporate individual savings
to be changed, which means that if any changesaccounts (Isas) – where the company pays
are made, those earning below £130,000 shouldinto an Isa on behalf of its employee – share
still have until next April to top up their pension.plan schemes and offshore savings schemes
However, a different view has been taken byknown as employee-funded retirement benefit
others, who say that cautious investors shouldschemes (Efrbs).