AA Help 24/25- how to report 24/25 AA, estimating/applying scheme pays & what you can do for 25/26!
Tony Goldstone
0:00 / 0:00
AA Help 24/25- how to report 24/25 AA, estimating/applying scheme pays & what you can do for 25/26!
3 676 просмотров · 8 мес. назад
Tony Goldstone
2,55 тыс. подписчиков
3 676 просмотров · 8 мес. назад
We go through the detail of how to report an AA charge on your SA100/SA110 for 2024/24 (deadline 31st Jan 26); what is scheme pays and how much will it cost, how to apply for Scheme Pays SPE2 in Eng/Wls/NI/Scotland.... and maybe most importantly what you can do about 25/26 due next year but you can still make changes!
Videos now in 4k and best viewed on a desktop or TV so you can see all those lovely numbers!
Get our free modeller here which will help estimate growth in 23/24 24/25 25/26 https://bit.ly/GPFTinterest
If you are struggling (and if in England / Wales hospital doctor) we can help with concierge - see the modeller / videos
00:00 Introduction
01:48 Concierge review
05:10 Free modeller data entry
07:16 AA charge example and SA101
13:44 Adding a note to SA100 for multiple schemes
16:04 How much does scheme pays really cost?
21:07 Apply for scheme pays (SPE2 England/Wales/NI)
25:46 Applying for scheme pays (SPE2 Scotland)
28:20 Looking to 25/26 (still can fix it)
31:22 Mitigating AA from the taper
36:23 Closing comments
Looking for an accountant - get an accountant who actually understand annual allowance and the NHS pension here (in my experience lots of general accountants without lots of medics on their books realy dont understand this as well as they should!) https://medicsmoney.co.uk/medical-acc...
SPE2 form links:
England & Wales - https://www.nhsbsa.nhs.uk/sites/defau...
Scotland - https://pensions.gov.scot/sites/defau...
Northern Ireland - https://hscpensions.hscni.net/hsc-pen...
NOTE: If using provisional figures state that in the additional info and that the final figures will follow when BSA / your pension agency send you the PSS, and tick box 20 of the SA100 return