With the red-letter date of 5 April just weeks away, Killik & Co has drawn up a bite-size checklist of the best ways to make sure clients have made the most out of their money in this tax year and on into the next.
From investing in Lifetime and Junior ISAs for children and grandchildren to protecting pension funds, Killik & Co director of wealth planning Sarah Lord runs through six key points to talk through with clients before tax year-end. 1. There are plenty of opportunities for young people On 6 April, the Lifetime ISA (LISA) will be up and running. This is one of the most notable developments we will see this year and represents a significant opportunity for the younger generation to get on board with saving. Similar to the traditional ISA, the LISA will be tax-free but, under this new...
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