It can be easy for advisers to get caught up in the rush to meet the tax year end deadline. 

    Yet amid the many client conversations, it's worth remembering tax year end also offers a great opportunity for firms to demonstrate value in a clear and tangible way. 

    In this video, Technical Connection joint managing director Tony Wickenden says carrying out a kind of 'tax audit' can encourage clients to use all the main exemptions and allowances available to them, including the personal allowance and capital gains tax and inheritance tax exemptions. 

    He says the lead-up to one tax year ending and another beginning is also the time where planning can have the maximum impact, allowing you to have even more powerful conversations with clients.

    Further information

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    For technical information and factsheets on pensions, Isa, Jisa and other tax-efficient investment options to support your clients in the run up to tax year end, check out our tax year end support page:

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