Tax year end planning

As tax year end approaches, support for you and your clients is as important as ever. Our team is on hand to keep you up to date on all you should know about optimising pension contributions, and making the most of other key allowances to help protect your clients’ wealth.

In this session, Senior Technical Consultant Lisa Webster looked at how you can avoid tax traps and loss of allowances in the run up to April – and give an overview of changes coming further down the line.