Use it or lose it – know your limits
Posted in Financial Planning, Annual Allowance (+6 more), on 19.02.20 ReadIt’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...
The end of the tax year is fast approaching and it’s important to use the next few weeks to organise your finances. You should ensure you have utilised all of your tax-free allowances and have claimed the appropriate tax relief. With rules and exemptions changing all the time, a little advice can go a long way in identifying these opportunities.
To this end, here’s a simple checklist of ideas you might consider ensuring you make the most of your tax allowances and exemptions before 5 April.
If you would like to know how you might benefit from available tax exemptions, then do please contact me. I’d be more than happy to provide you with a free, no obligation meeting to discuss your personal circumstances.
If you would like to know more about how we as Financial Advisers can help you set, plan and achieve your financial goals then financial planning section of our website: Financial Planning or send us email at: [email protected]
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