2024/25 tax tables
All the rates and thresholds for 2024/25.
Download nowHelping clients save in the most tax-efficient way is one of the principal ways advisers add value. Here, we look at a number of ways you can help your clients maximise their tax breaks.
The attraction of saving into a pension became a whole lot more in March 2023 when a number of pension allowances were boosted in the Spring Budget.
Paul Squirrell explains why pensions should still be the starting point for clients saving for their retirement.
Paul Squirrell considers why it makes sense to use the ISA sooner rather than later in the tax year. He also looks at an alternative to paying fees from within this tax-advantaged wrapper.
A client has money to invest but they have already made their pension contributions and used up their ISA allowance. So, what should they do next?
With the lifetime allowance replacement now in force, Paul Squirrell explains why this is good news for clients saving for their retirement.
Where clients accessed their pension prior to 6 April 2024 and used part or all of their LTA, they have the option to apply for a certificate providing them with additional allowances.
To aid your client discussions, here are some practical guides