End of tax year: Making the most of allowances
By Tom Carnegie, 29 Jan 18
Advisers should act now to make sure their clients make the best use of allowances as the countdown starts for the end of the UK tax year. Click through the slides to see the Prudential technical team’s list of actions advisers should consider.
Cameron says if someone has used their annual allowance for the current year then they can carry forward annual allowance for the past three years, starting with the earliest year first.
“This means that annual allowance from 2014/15 can still be used but this opportunity will disappear on 6 April when the new tax year begins. Use it or lose it,” he said.
Tags: Prudential

