• AffinityFinancialPlanning

Are you making the most of your tax allowances and reliefs?

If you leave your tax planning until the end of the tax year, you could

be missing out on a year’s worth of reliefs and allowances. Here’s a

reminder of some of the key tax reliefs and allowances available,

to help make your money work harder:

We can help you achieve a tax-efficient

financial plan by providing advice that’s

based on a thorough understanding of

your personal circumstances and goals.

Please bear in mind that this information is based on our current understanding of the rules for the 2021/2022 tax year. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes

which cannot be foreseen. The value of investments and any income from them can go down

as well as up and you may not get back the original amount invested.

Please contact us today let's start making the most of your tax allowances and reliefs.

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