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End of Tax Year

An end-of-tax-year planning call with your financial adviser is an important opportunity to review your financial situation, assess your tax position, and make strategic decisions for the upcoming tax year.


During Your Review 

By the end of the call, you should have a clear understanding of your current financial standing, potential tax liabilities, and a plan for optimising your financial situation in the coming tax year. It's also an excellent time to discuss any concerns, changes in personal circumstances, or adjustments needed in your overall financial strategy.

Don't take our word for it..

Important information

Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.

Please note: The Financial Conduct Authority does not regulate tax planning. 


As a mortgage is secured against your property it may be repossessed if you do not keep up the mortgage repayments.

The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.

Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.  

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