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The End of the Tax Year is Nigh

Investing shouldn’t be a spur of the moment or panic reaction to outside events. Yet there is something about the imminent approach of the end of the tax year which spurs us on to consider whether we have made the most of our available allowances within the last twelve months.

Perhaps it is the ‘use it or lose it factor’ or perhaps it is simply that the demarcation point between one tax year and the next encourages us to act on previously formed intentions; but whatever the reason, investment vehicles tend to see a late flurry of activity at this time of year. And that's before inheritance tax exempt gifts are taken into account.

Whether you are investing at the end of the tax year or any other time of year, the best advice remains to carefully review all of your existing assets, income and expenditure and then to plan your investments in the light of your current and future requirements. Investments should then be reviewed on a regular basis, particularly if current circumstances or future expectations change.

If you’re looking for pensions or investment advice, or if your situation has changed and you may therefore need to review your existing investments, contact Beckworth by using one of the links on our website.