Tax year end checklists - your financial planning framework

Fidelity Adviser Solutions have designed checklists to help highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year. For instance, while there is no limit to the amount that can be saved into pensions each tax year, there is a limit in respect of the contributions that can potentially receive tax relief. Here is as an easy-to-use framework for your clients' end of tax year planning.

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