With the new year behind us, financial planners are now beginning to look ahead to the run-up to tax year end. 

    Technical Connection's Tony Wickenden explains how the upcoming Budget on 3 March may mean changes to the way you approach the usual tax year end planning season. 

    He discusses the backdrop to the Budget and the awaited roadmap on tax changes, including the two reports we've had from the Office of Tax Simplification on capital taxes. 

    Tony also talks about why it may be worth working to an earlier self-imposed deadline for this year's tax planning work  of 3 March rather than 5 April, particularly where capital gains tax, inheritance tax and pensions planning are concerned. 

    Further information

    Through Techlink Professional and Techlink Communicator we enable you to:

    • Be better informed
    • Reduce risk
    • Do more business
    • Communicate better and smarter
    • Save time

    To activate your complementary Nucleus user access to Techlink click here

    Start the discussion

    Add a comment