It's the end of tax year and you're probably feeling a little overwhelmed by all the planning that needs to be done. And this is where I come in! In this video, I'll show you how to use five simple steps to get organized with your end of tax year financial planning, so you can feel confident about your finances.
0:00 End of tax year planning for 2021
2:25 Sheltering savings & investments from tax
5:03 Getting tax relief on pension contributions
6:48 Giving away money to reduce your tax bill
9:43 Realising capital gains
11:26 Children are the future
13:00 Tax tails and investment dogs
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Martin Bamford is an award-winning Chartered Financial Planner, Fellow of the Personal Finance Society and Director of Client Education at Informed Choice. He’s author of three bestselling personal finance books and co-author of Harriman’s New Book of Investing Rules.
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***Important Disclaimer***
This video is for information and entertainment only. Nothing on this channel constitutes financial advice. Please do not make any decisions based on the contents of my videos; seek professional independent financial advice first!
The value of investments can go down as well as up. Past performance is not indicative of future returns.
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