As a new financial tax year began this weekend, financial advisers have urged clients to start planning early and get ahead to maximise their allowances.
6 April saw a new tax year start, with the opportunity now passed for clients to make the most of their available tax allowances for another year. For the financial advice profession, tax-year end was a time for them to encourage their clients to review their financial situation and make the most of their available tax allowances. Starting early Although the tax deadline is now behind us, clients are encouraged to start planning early. St James's Place divisional director for retirement and holistic planning Claire Trott noted that "tax planning is not done". ""With the tax ye...
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