Tips ahead of the first post-RDR tax year-end

TAX TRAPS

clock • 7 min read

With the end of the tax year looming large and adviser charging finally here, Prudential's Les Cameron shows how you can demonstrate value with some timely pensions planning.

The Romans had many gods; one for just about everything. As we move into 2013, Janus is particularly relevant to the financial planning world. He was the god of doorways and new beginnings, which symbolise this month's foray into the warm ambiance of the heavily anticipated adviser charging world. Perhaps, fortuitously, through that doorway, tax year-end also awaits. What better way to show the value of advice than with some efficient planning? Janus was also a two-faced god, with each face looking in opposite directions, signifying that he looked to the past as well to the future. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits

Isabel Baxter
clock 17 April 2025 • 6 min read
UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read