Start planning now for the end of the tax year
22nd February 2013
Start planning now
With the end of the tax year – 5 April – soon to be upon us, now is the time
to identify and act upon any planning opportunities.
Your goals should include:
1. Making the most of your tax-free allowances
2. Keeping your marginal rate of tax as low as possible
3. Maintaining the right spread between income and capital
4. Considering the longer term implications of inheritance tax and care costs
We can help you with all of these objectives by careful identification of the right strategies.
Please get in touch for an informal chat. This is particularly important if you haven’t met with your own accountant recently as much has changed in recent months and you could be missing out.
Paying what you owe is not the same as paying more than you need to!
Plus : A service truly 'Beyond' Accounts