Tax-efficient investing is about much more than the annual allowance and the lifetime allowance.
In this video, Technical Connection joint managing director Tony Wickenden discusses some of the other ways to manage your clients' taxation bills beyond pensions.
In particular, he looks at the powerful role of investment bonds in long-term tax planning, the use of the 5 per cent tax deferred allowance and top slicing relief.
Tony also talks through offshore bonds, and how gains can be managed through the personal allowance, the personal savings allowance and the £5,000 starting rate band.
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