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Pension Taper and Dividend Income

Practical Issues
deltrotter
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Pension Taper and Dividend Income

#443999

Postby deltrotter » September 21st, 2021, 8:01 am

Hi everyone

I am in the fortunate position to be tapered on pension contributions.

Question is, in determining my adjusted income for taper purposes, do I include or exclude the first £2,000 of dividend income?

(Note - I don't have that dividend income at the moment, but trying to work out the most efficient way of investing tax-wise outside of ISA and Pension, and using my wife's low-income status).

TIA

Del

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