Skipton Financial Services
Friday, April 13, 2018 - 13:50

Skipton Insight: new tax year podcast

The new tax year heralds a number of important considerations for investors – and we’re here to help you think about your plans.

 

 

 

Olivia Charlesworth,

Senior Customer Engagement and Communications Manager

Ben Smith,

Technical Services Manager

Gareth Smith,

Retirement Solutions Manager

 

In our debut podcast, Olivia Charlesworth, Senior Customer Engagement and Communications Manager, interviews two of our in-house Technical experts about the significant changes for the 2018/19 tax year.

Ben Smith, Technical Services Manager, talks about ways on beating the reduction of the dividend allowance and how you could minimise the tax you need to pay on your investments.

Find out more about your personal savings allowance, as Gareth Smith, Retirement Solutions Manager, will bring you quickly up to speed on the of the additional tax free band (from 4 minutes 30 seconds in). Gareth also discusses the tax benefits associated with pensions.

Towards the end of the podcast (9 minutes 50 seconds in), we shed more light on the increase of the Lifetime Allowance – and how this might support your pension savings.

The opinions and analysis provided are for information only and do not constitute financial advice.

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