5 Tips for the Tax Year End

We hope you find the following useful:

  1. Protect the ability to make large pension contributions by effecting a small capped drawdown pension
  2. Update the nominations you have made in your pension plan to take account of new rules on death benefits
  3. Consider using ‘carry forward’ pension allowances from previous years to benefit from unused tax relief
  4. Use pension contributions to avoid higher or additional rate tax
  5. Utilise your ISA annual allowance each year as the limit rises


John BaxterComment