With the tax year end fast approaching, now is the time to ensure your clients are making the most of their annual pension allowances. Taking action before the deadline is crucial for optimising their financial portfolios and securing valuable tax benefits.
Here’s what you need to know:
PCLS requests: Wednesday 26th March (assuming funds are available)
Income requests: Wednesday 26th March (assuming funds are available)
New Business Deadline (with TYE contributions): 5pm on Wednesday 2nd April
Existing Client Contributions: We must receive application forms, supporting documents, and all correct paperwork by midday on 4th April.
Ensure your clients are well-informed and positioned to make the most of their pension allowances this year.
