Personal Savings Allowance

The 2016 /17 Tax Year has seen significant changes to the taxation of investments. The introduction of the personal savings allowance, changes to dividend taxation and the reduction in the rate of capital gains tax. All these changes give the opportunity to review to ensure the ongoing tax efficiency of your investments. To ensure that you have the right asset class to the right tax wrapper, to save tax and increase investment returns – feel free to speak to us!