Sophie Hall continues her series of articles for PA, this time looking at breaking the last-minute tax planning cycle…
For some clients, tax planning starts with good intentions and ends in last-minute panic. Maximising pension contributions and making best use of annual allowances and tax reliefs on investments might not be everyone's favourite pastime, but ensuring income, investments and business profits are organised from a tax perspective is an essential part of long-term financial planning. How to break the last-minute tax planning cycle The end of the tax year remains one of the most stressful times for advice professionals. Clients often have good intentions early on, followed by a growing s...
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