FundsNetwork's client guide ‘Reap the benefits of tax efficient savings’ provides the key tax information that your clients need to make the most of their annual allowances. You can download it from either the Pension or ISA sections of your end of tax year hub.
Select ‘Pension’ or ‘ISA’
Financial planning considerations around Pensions, IAs and ISAs
FundsNetwork tax and pensions experts, Paul Kennedy and Paul Squirrell take a look at three tax wrappers – Pensions, Investment Accounts and ISAs – and discuss important financial planning considerations that surround them at tax year end. You'll also find a range of technical guides in relation to the subject matter, including:
- Scheme Pays and the annual allowance charge
- Introducing your Pension Summary report
- Capital Gains tax calculations
- ISA contribution report user guide