With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one.
Tax year end is always a busy time for us, and no doubt for you too.
A lot of this work relates to pension and Isa top-ups to make use of available allowances before they’re lost.
It’s also a good time to review the capital gains tax (CGT) position of clients’ portfolios.
Read more in our Nucleus article here.