4 Tax Tips to Maximise your Financial Planning Before the Tax Year-End
Tax Tip #1: Review Your CGT Position
Tax Tip #2: Maximise Your Retirement Contributions
Tax Tip #3: Maximise Your ISA Funding
Tax Tip #4: Take advantage of Tax Credits and Deductions
Investments in ISAs and Pensions are designed to be held for the medium to long term. The value of your investments can go down as well as up, so you could get back less than you invested.
This article is intended for information purposes only and should not be taken as advice.
The tax treatment is dependent on individual circumstances and may be subject to change in future.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
The Financial Conduct Authority does not regulate Tax Planning.