It
is always worth remembering that we “should not let the tax tail wag the
investment dog” but two annual tax planning and investment opportunities expire
on 5th April 2013 that we feel are worth considering for Individual Savings Accounts and Personal Pensions.
Please Note: As Easter falls the
weekend before tax year end many providers have brought forward their
investment cut off dates. If you wish to
utilise your allowances PPS must receive all paperwork relating to an end of
tax year contribution by Thursday 28th March 2013. If paperwork is received after this date we
cannot guarantee that the funds will be invested in time to meet the Friday 5th
April Deadline.
If
you wish to utilise the excellent allowances available, or would like advice on
the most suitable course of action based on your personal circumstances, please
call us as soon as possible to discuss further and we would urge you not to
leave it until the last minute - 01527 880 345
