Use It or Lose it! Make the most of tax planning opps before end of the tax year


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Use It or Lose It!

The end of the Tax Year is soon approaching, (5th April), and with changes in the tax regime, now is the time to act to make the most of tax planning opportunities that can be utilised before this date before they are lost.

Some examples of this are ISA investments and Pension Planning.

For the opportunity to make the most of your allowances before they are lost and for face-to-face advice on your Wealth Management, call Flora Stamato, Associate Partner of The St. James's Place Wealth Management.

Tel:  020 7744 5285

Mobile:  07814 423371

www.florastamato.co.uk

 

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Amanda E Joined: November 2008     Blog Posts: 103
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