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Welcome to our first newsletter of the year! We hope you had an enjoyable festive break with family and friends. I would like to take this opportunity to wish you and your family a very prosperous Happy New Year!

Tax Year End (Important)

The months leading up to the tax year end is our busiest time of year which means we are now completing 2019/20 tax planning work before we move into the new financial year.

We have, therefore, set a window for you to let us know if you feel you have any tax planning work you would like us to address this side of tax year end. Typical types of work we see at this time of year tend to be pension contributions and ISA allowances.

If you feel you have any tax planning which has not already been covered in your most recent annual meeting, please get in touch before Friday, 14th February 2020.  Requests after this date may not be actioned before the end of the tax year.

Any questions on this matter please call us on 01225 775923 (option 1) or email your Client Co-ordinator, we will be happy to help!

Until next month,

Jenny