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End of Tax Year Planning

As you know from our previous mailings at this time of year, we want to make sure that you are aware and are using all of the tax efficient allowances available to you. The end of the tax year is a Saturday (5th April) and so the 4th April is…

Personal Lifetime Allowance

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Will you be affected by the Lifetime Allowance on your pension fund? You may have seen a number of articles recently on lifetime allowances. The note below outlines the rules associated with the allowances and we stress that the best way…