Douglas Cameron, Financial Planner in our Glasgow office joins us today with Anne McClean, Financial Planner in our London office. Discussing end of year tax planning such as pensions, ISAs, personal allowance, tax reliefs, to ensure you have a successful financial future.
Douglas Cameron, Financial Planner in our Glasgow office joins us today with Anne McClean, Financial Planner in our London office. Discussed end of year tax planning such as pensions, ISAs, personal allowance, tax reliefs to ensure you have a successful financial future.
In this episode, Anne and Douglas will talk through a client example of what end of tax year planning they should be considering, covering:
LINKS:
Case study discussed in episode: https://bit.ly/3rjDGTG
The Annual Allowance - pension contributions 2020/21: https://bit.ly/2NQQAKm
A guide to enterprise investment schemes PDF: https://bit.ly/3bXJLOX
A guide to Venture Capital Trusts PDF: https://bit.ly/3kG5QWg
Follow us on Twitter @SmithWilliamson
CREDITS:
Hosts: Anne McClean, Douglas Cameron
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This episode was recorded on 08/02/2020
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Capital at risk. The value of investments and the income from them can fall as well as rise and the investor may not receive back the original amount invested.
Tax legislation is that prevailing at the time, is subject to change without notice and depends on individual circumstances. Clients should always seek appropriate tax advice before making decisions. HMRC Tax Year 2020/21.
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