Ten top tax tips 2015/16 – FREE factsheet

Our FREE factsheet is essential reading for those who are managing their own investments and want to take full advantage of the tax allowances available. The top ten tax tips are illustrated with case studies to explain clearly how you can manage your investments more efficiently.

Everyone wants to make sure they make best use of the tax breaks available to them. Our FREE factsheet highlights ten top tax tips you should consider when managing your investments including:

  • Using your annual ISA and SIPP allowances
  • How to take advantage of the new pension rules wisely
  • Making the most efficient use of capital gains tax allowances
  • How to make use of ‘carry forward’ rules with your SIPP
  • Investing for children efficiently
  • How to pass on your pension after your death

The factsheet includes detailed case studies.

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