Pre Year-End Tax Saving

Bulletin 51 Pre Year-End Tax Saving and Special Contribution Opportunities

It’s that time of year again when we’re reminded to reconsider the tax-efficiency of our financial affairs for tax saving purposes. We’re asked to look again at familiar ‘to do’ check lists and consider this or that ISA or to perhaps make use of the £3,000 IHT free ‘annual exemption’.

But hold on, before you take any action… take a step back and think about the far-reaching effects of Pension Freedom! The new rules necessitate new thinking.

Pre Year-End Tax Saving

With less than 2 months to go before the tax year-end, it’s time to take a critical look at the tax efficiency of personal finances. All of the familiar tax-saving opportunities within Income Tax, CGT, IHT and capital investment structures are once again begging attention – but alongside these recurring areas, lie a clutch of special opportunities, arising from fast changing pension rules.

Click here to read the full story.

Special Contribution Opportunities

Click here to read details of some of the special contribution opportunities available as a result of the pension rule changes that are already with us – and those that are to arrive on 6th April.

For more details, contact us.

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