Act now: End of year tax planning in uncertain times

Another tax year bites the dust in a matter of weeks

clock • 3 min read

The only 100% certainty is that right here, right now; pension tax relief is available for clients. From 16 March we're into uncertain territory, writes Tim Orton

The end of the tax year is an annual, inevitable occurrence so why is the end of this tax year is different? To begin with, it's the first one under a Conservative government since 1997, long before this website and our platform existed. Since then, the digital revolution has changed our business - and yours - forever. Back in 1997, the FTSE gained a healthy 24% over the year, in a relatively peaceful world where only one sizable military conflict took place in the Republic of Congo. At Aviva, our primary purpose is to free people from the fear of uncertainty, and I think that's al...

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 Tax Planning

More than one in five UK adults lack confidence in inheritance planning

More than one in five UK adults lack confidence in inheritance planning

Retirement planning and investments also areas where people lack confidence

Isabel Baxter
clock 20 November 2024 • 1 min read
Advisers face surge in demand as more deaths set to trigger IHT charge

Advisers face surge in demand as more deaths set to trigger IHT charge

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

Isabel Baxter
clock 14 November 2024 • 2 min read
Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Paul Geddes urges for caution on tax changes

Jen Frost
clock 18 October 2024 • 2 min read