The end of the tax year is approaching fast, so speaking to us and taking action before 6 April 2017 could save you money, allowing you to take full advantage of your reliefs and exemptions.
If you have not already taken advantage or your allowances, it’s not surprising because tax can be complicated. In recent years United Kingdom tax legislation has run to more 6,000 pages of text.
A financial review with one of our expert advisers will show you how careful financial planning can make sense. They will provide in-depth details about how specific planning methods work. Remember that everyone’s personal situation is different.
What areas will the review look at?
The review will look at Pensions, Individual Savings Accounts (ISAs), Income, Capital gains (CGT) and Inheritance tax (IHT).
Remember that tax benefits are subject to change, interpretation and depend on your personal circumstances.
When does the financial year end?
Peter Anstee from Anstee & Co. said-
Wednesday, 5 April 2017 is the final day of the 2016/17 tax year. If you don’t use certain allowances and exemptions by then, they will be lost in relation to the whole year.
There are many factors involved in tax planning and the process may seem complex and time consuming but don’t worry, we don’t expect you to take it all on yourself. Remember we are here to advise you at every step of the way and to do most of the work for you. Simply give us a call and we can guide you through the process from start to finish.
How Anstee & Co can help you with your tax planning.
Our independent financial advisers (IFA’s) can help with your financial planning. They can meet you at your home or office at a time that is convenient to you. They will also provide financial advice at our offices in Kettering, Stamford and London. Our financial adviser also make use of meeting rooms in Towcester, Wellingborough, Northampton and Bedford. Why not call us today to see how we can help you.
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