Client Tax Guides for IFA’s and Financial Advisers

2018 / 2019 End of Tax Year Guide

Do you want to raise your brand profile in the eyes of your clients, by offering them useful content about how to take advantage of the end of the tax year? With our 2018-19 tax guide, now you can do so. Preview and order it here, complete with your own logo to make it your own.

Great for clients and branded for your firm
Tax Year End Planning Guide
A choice of covers
Your firm’s logo & colours
Professionally designed
Complete 10-page guide

A comprehensive 10-page tax year planning guide for your clients.

Cover all of the financial bases in a clear, engaging way which your clients will appreciate and understand. Written by financial advisers with 10+ years experience, our guide includes high resolution imagery and a stunning layout, allowing you to raise your profile and add value to your clients.

The guide covers:
Individual Savings Accounts
Pensions
Gift Aid
EIS and VCTs
Income Allowances
Capital Gains Tax
Inheritance Tax
Property Investments
Excerpt from the guide

Tax Year End Planning Guide – 2018/2019

As the end of the financial year approaches, and the tax landscape is continually changing, we have put together this guide to ensure that you are making the most of the allowances and reliefs available.

Individual Savings Accounts (ISAs)

You can contribute up to £20,000 to your ISA in the current tax year. Your contribution can be allocated to cash, stocks and shares or a combination of both. Any income or gains generated by your ISA are completely free of tax, and you can withdraw money at any time. On death, an ISA can be passed to a spouse or civil partner, retaining the beneficial tax treatment.

If you have taken any money out of your ISA, you can replace it in the same tax year without using up any of your annual ISA allowance.

Don’t Forget

  • You can also contribute to a Junior ISA (JISA) for your child. This offers the same tax-advantaged savings opportunity as an adult ISA, and the child will become entitled to the money at age 18. The annual contribution limit is £4,260.
  • If you are saving to buy your first home, a Lifetime ISA (LISA) may be appropriate. You can contribute up to £4,000 per year, which the Government will top up by 25% (up to a maximum of £1,000). New LISAs are available to savers under the age of 40, and you can contribute until age 50. The proceeds must be used to buy a first home or to provide retirement benefits from age 60, otherwise a 25% penalty applies.
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