As we’re coming up to tax-year end, the team at Adams & Bowles Wealth Management are speaking to people about using all their allowances, tax reliefs and exemptions, well ahead of tax-year end.
It’s not just the economy that’s changing at the moment; many people’s personal circumstances and long-term goals are changing too, as people adapt to the present financial landscape.
Now is the time to act to use your tax reliefs and allowances before 5th April.
Answer the simple questions below to see if you could benefit from talking through your options:
- 1. Have you used your ISA allowances this year?
- 2. Have you utilised your Capital Gains allowance?
- 3. Have you contributed to your pension this year?
- 4. Have you taken steps to reduce your Inheritance Tax this year?
- 5. Have you taken advantage of your dividend allowance?
If the answer is no to any of those question, let’s have a chat. Please contact our Financial Wellness Manager; Stacey Owen on 07743372072 or drop her an email at [email protected] alternatively you can call the office line on 01732 525 989, or visit our website www.adamsandbowleswm.co.uk.
Here is a useful tax-year end checklist from Adams and Bowles.
Tax-Year End Checklist
Adams and Bowles have also shared with us their 'Top Tips for your and your Business.' Download a copy here:
Top Tips for You and Your Business