Financial Planning for tax year end
Douglas Cameron, Financial Planner in our Glasgow office joins Anne McClean, Financial Planner in our London office to discuss end of year tax planning including pensions, ISAs, personal allowance, tax reliefs to ensure you have a successful financial future.
In this episode, Anne and Douglas will talk through a client example of what end of tax year planning they should be considering, covering:
- Pensions contributions, tapped annual allowance, pension income, lifetime allowance
- ISA, junior ISA, cash ISA allowances
- Personal allowance
- Tax reliefs: SEED Enterprise Investment Schemes (EIS), EIS, Capital Gains Tax (CGT)
- Charitable gifts
- Gift allowance
This episode was recorded on 08/02/2021
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Please remember the value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.
Tax legislation is that prevailing at the time, is subject to change without notice and depends on individual circumstances. Clients should always seek appropriate tax advice before making decisions. HMRC Tax Year 2021/22.
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The Pulse from Smith & Williamson
Financial Planning Show: Financial Planning for tax year end
Broadcast on Smith & Williamson at 09:00, 5th of MARCH 2021
Available online from 10:00 on the same day .