Have you used your 2015/16 ISA Allowance?
Your maximum annual investment in ISAs for 2015/16 is £15,240. Your investment needs to be made before 6 April 2016. In addition, have you thought about investing for your children or grandchildren by setting up a Junior ISA? In the 2015/16 tax year, you can invest £4,080 into a Junior ISA for any child under 18.
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Have you made use of your annual Inheritance Tax (IHT) exemptions? The annual exemption is £3,000 per donor (plus last year’s £3,000 exemption if you did not use it).
View article about Inheritance Tax Planning Before 6 AprilTake advantage of the pension carry forward rules in order to benefit from any unused allowances from the previous three tax years. This is generally the difference between the old £50,000 annual pension allowance and your pension input that year and can be added to your relief for 2015/16.
View article about Year End Pension PlanningWhat our clients say






