With the Spring Budget on the 8th March and the end of the tax year on the 5th April, you may wish to consider a few financial planning steps sooner rather than later as the financial year-end shouldn’t be taxing.
Making the most of your tax allowances for Pensions, ISA’s, CGT, IHT and Income tax, is vital to ensuring your financial affairs are organised as efficiently as possible. To make sure of this, it’s advisable to talk to us by mid-February so that any actions and or transactions can be processed in good time before the financial year end.
Please click here for our guide.
If you would like any further advice or would like to discuss your options in more detail, please contact your Cullen Wealth Consultant.