Reminder - Don’t Forget To Top Up Your Pension or ISA by 05th April!
23 March 2018
As the end of this tax year draws to a close on 5th April, you need to act quickly to maximise your tax efficiency by topping up any ISAs you hold or making a contribution to your pension.
It is important to remember that monies held in an ISA are not affected by income tax or capital gains tax therefore making them very tax efficient. To ensure you maximise your allowance for this tax year 2017-2018, any top-up instructions must be received by Tuesday 3rd April. This will guarantee your request can be processed before the deadline expires. You are not able to carry over unused ISA allowances into the new tax year which starts on 5th April 2018 - so it is important to act swiftly.
There are a variety of different pension and ISA options available on the market, Pete McBride or Simon Harnaman can provide you with clarity over which are the most appropriate for your current financial situation.
For comprehensive advice on toping up your pension or ISA, or for bespoke advice on investments, please contact us on 0117 907 1965 or email firstname.lastname@example.org.
Categories: investments, Tax
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