23rd February 2016
Royal London: Don't let the tax year end be too taxing
With the end of the tax year fast approaching, you’ll want to ensure your clients are making the most of their entitlements while they can.
Here are some key topics you might want to discuss with your clients:
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Beneficiaries could take advantage of the change in the death tax charge by waiting before taking a lump sum payment. |
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Higher income earners can take advantage of the higher annual allowance before it’s tapered. |
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Boosting and protecting retirement savings before the lifetime allowance reduces. |
Don't miss our deadline
To ensure you continue to receive an excellent service from us, our new business teams will be on hand to process your application forms until close of business Tuesday 5 April 2016.
Visit our website to find out more about these key topics.
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