S&W The Pulse

Douglas Cameron, Financial Planner in our Glasgow office joins us today with Anne McClean, Financial Planner in our London office. Discussing end of year tax planning such as pensions, ISAs, personal allowance, tax reliefs, to ensure you have a successful financial future.Douglas Cameron, Financial Planner in our Glasgow office joins us today with Anne McClean, Financial Planner in our London office. Discussed end of year tax planning such as pensions, ISAs, personal allowance, tax reliefs to ensure you have a successful financial future. In this episode, Anne and Douglas will talk through a client example of what end of tax year planning they should be considering, covering:Pensions contributions, tapped annual allowance, pension income, lifetime allowanceISA, junior ISA, cash ISA allowancesPersonal allowanceTax reliefs: SEED Enterprise Investment Schemes (EIS), EIS, Capital Gains Tax (CGT)Charitable giftsGift allowanceLINKS:Case study discussed in episode: https://bit.ly/3rjDGTGThe Annual Allowance - pensio