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12 Jul 2020
A video showing how the rates of tax relief can be higher than the marginal rates of tax a client pays.
A look through how the personal allowance trap works, and how pension contributions can generate high rates of effective tax relief. As well as looking at intergenerational planning to alleviate IHT issues to assist those in this trap.
This is a short video which shows how making relief at source pension contributions can mitigate higher rate tax on bond gains.
Understanding the Seven Steps required to calculate a client’s income tax liability