Neil MacGillivray: You can lead a horse to water but …
Claiming tax relief on pension contributions
Checking a client is claiming tax relief as part of your review process would be wise, writes Neil MacGillivray, but how best to go about checking they have taken the appropriate action and claimed the correct amount?
As we approach the end of the tax year, advisers' attentions are drawn to maximising clients' ISA and pension contributions. For many it is a manic time of the year, with additional stresses of encouraging...
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