A new year has just begun, and another year is ending
soon… the 2015/16 tax year.
From 6 April, new allowances will be made available to
individuals, but this also means the current year’s allowances will
disappear. With some allowances, once
it’s gone, it’s gone!
How about a checklist to help?
Have you made full use of your:
□ ISA allowance?
□ Maximum Tax Relievable Pension Contributions?
□ Annual Gifting allowance?
□ Capital Gains Tax Exemption?
Other matters to consider:
□ Are your pension death benefit nominations up-to-date?
□ Does your current Will reflect your wishes?
If you want to tick some of these boxes off but would
like assistance in doing so, please call Ward Williams Financial Services Ltd
on 01932
830664 or visit our website www.wardwilliamsfs.co.uk
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