Alliance Trust is urging advisers to take advantage of 'use them or lose them' opportunities for tax savings to enhance their clients' pension arrangements before the tax-year-end deadline passes.
The firm's Savings Pensions Development Manager, Steve Latto, said: "These issues provide advisers with opportunities to improve the tax efficiency of their various clients' pension arrangements. "However, with the end of the tax year looming, now really is the time to make the most of your clients' tax allowances. "As the current tax year ends, the chance to take advantage of today's basic rate of tax and CGT taper relief will be gone for good. "By planning quickly and carefully, taking advantage of tactical and long-term opportunities, advisers can help clients preserve and build th...
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