Tax year-end/tax year-start: Unfounded fears and enormous upside

In the wake of Rachel Reeves' historic Budget, and the ripple effect of an ailing economy, many clients are concerned about how new rules might affect them and their finances. Worries about the raft of changes announced by the Chancellor, such as the hikes to capital gains tax and inclusion of pensions into estates for inheritance tax calculations, weigh heavier under the spectre of further tax rises this parliament, whether or not they materialise. So, with the end of the tax year fast approaching, there has rarely been a better or more important time to engage with clients on the ma...