17th March 2021

Andrew Aldridge, Partner and Head of Marketing at Deepbridge, recently wrote a blog discussing the areas which paraplanners should focus on to help reduce client’s liability ahead of the tax year end.

“The tax year end is always an immovable deadline for financial advice firms, with the period between the previous tax year’s self-assessment deadline of 31 January and 5 April being particularly important for prudent tax planning. When it comes to this specifically, a well-respected adviser once said to me, “my tax planning follows three simple steps; firstly pension, secondly ISAs and third EIS (Enterprise Investment Scheme).”

Read more in Professional Paraplanner, here.

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