About this guidance
The tool is an aid and may not cover all circumstances.
It will help you check if you can apply for a transitional tax-free amount certificate.
You should not use this tool if you are:
- over 75
- a Legal Personal Representative of a member who was over 75 at the time of death
You can find out about lump sum and death benefit allowance on page PTM174100 of the Pensions Tax Manual (opens in new tab) or you may wish to seek independent financial advice.