Better Business: All eyes on the tax year end

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What should you tell clients as the end of the tax year approaches?

The tax year end presents many clients with a yearly reminder that it is once again time to examine their financial plans. As April approaches, advisers will not only be looking at the activity that must occur immediately, such as the topping up of ISAs, but may also be looking at the bigger picture and re-examining three key elements of an investor’s financial plans: retirement planning, investments and estate planning. Last year saw a number of changes; perhaps the most significant being the changes to the tax relief on pension funding for high income individuals. These changes are an ...

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