It's tax year planning time

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Now that the 2017/18 tax year is in full swing, it's time to turn your attention to your finances and begin to think about your intentions for the year ahead.

To achieve optimal results and make your tax bill as efficient as possible you'll need to cover all aspects of your finances, including your investment portfolio, tax bill, any potential tax relief that you may be eligible for and tax returns.

An Independent Financial Adviser (IFA) can help evaluate your position and assess the best way to approach the tax year, ensuring that you start as you mean to go on. Together, you then have time to watch your strategy unfold, as well as the space to make any necessary adjustments along the way.

The seasoned IFAs at money4dentists offer a full service in which they look at avenues such as pension allowances, ISA limits as well as a range of other tax-efficient investment opportunities to get a balanced portfolio that suits both your circumstances and long-term goals.

Whether you're a returning client or new to tax year planning there's no better time than now to get started, so call money4dentists today – the team's expert advice is only a phone call away.

For more information please call 0845 345 5060, info@money4dentists.com or visit www.money4dentists.com.