Tips ahead of the first post-RDR tax year-end

TAX TRAPS

clock • 7 min read

With the end of the tax year looming large and adviser charging finally here, Prudential's Les Cameron shows how you can demonstrate value with some timely pensions planning.

The Romans had many gods; one for just about everything. As we move into 2013, Janus is particularly relevant to the financial planning world. He was the god of doorways and new beginnings, which symbolise this month's foray into the warm ambiance of the heavily anticipated adviser charging world. Perhaps, fortuitously, through that doorway, tax year-end also awaits. What better way to show the value of advice than with some efficient planning? Janus was also a two-faced god, with each face looking in opposite directions, signifying that he looked to the past as well to the future. ...

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