Our 8 simple steps can help you to help your clients make the most of their tax-efficient ISA allowances and generate extra business this year.
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Our ISA and pension dealing cut off times are now available on the tax year end web pages, as well as details of our extended Adviser Support Team opening hours.
On 6 April 2016, the lifetime allowance for pensions is changing to £1million. In response, new forms of protection will be available from HMRC.
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With tax year end approaching, there's even more reason to help clients make the most of their tax-efficient allowances this year.
Our handy 8 step guide is designed to help you plan and deliver an effective ISA campaign to encourage your clients to make the most of their ISA allowance.
Download our helpful PDF here for full details.
The end of a tax year brings with it many opportunities to generate business - whether it's through clients maximising their investments for this year, or taking advantage of the allowances for next year.
Our ISA and pension dealing cut off times are now available on the tax year end web pages. Here you'll also find all the application forms your need for this tax year, and next, as well as details of our extended Adviser Support Team opening hours.
View our helpful tax year end pages here.
The Lifetime Allowance is a limit on the amount of pension benefit that can be drawn from pension schemes - whether lump sums or retirement income - and can be paid without triggering an extra tax charge.
On 6 April 2016, the Lifetime Allowance is being reduced from £1.25 million to £1million.
In response to this change, new forms of fixed and individual protection will be available from HMRC at www.hmrc.gov.uk from July 2016.
The good news is that there are no application deadlines for the new protection, and HMRC is launching a new online application process.
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