16.02.2021

Planning for Tax-Year end 2020/21

Planning for Tax-Year end 2020/21

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Where are you heading in life? That’s a question that many of us have been asking ourselves over the past year. If you know the answer, one thing’s for sure – having a solid financial foundation and ensuring your money is working as hard as possible for you and your loved-ones will really help.

whether you’re just at the start or already a long way down the road, the most important thing right now is to take a step in the right direction before the end of the current tax year, on 5 April – that way you can ensure you’re making the most of your current tax allowances and reliefs, which can go a long way to helping you secure your long-term financial goals.

                                                          Key steps to consider

ISA

  • Are you making the most of this year’s £20,000 allowance? Using Stocks and Shares ISAs can be great for investing over the long term and saving for your biggest goals in life.

Pension

  • Are you getting the most from the tax-saving benefits your pension can bring? There’s a chance the government might reduce some of these soon, so make sure you’re taking advantage before the end of this tax year on 5 April.
  • taxyearend
  • Tax Allowances
  • ISA's
  • Pensions

I am an Independent Financial and Mortgage Adviser and have worked in Financial Services for over 12 years. During my career I gained experience in assisting both individual and corporate clients.…

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