The Atticus Papers

Bringing clarity to finance

Tuesday 25th January, 2022

Pensions versus ISAs - Which is best?

As we head towards the end of tax year, my clients have started asking me that age old question: Should I fund my pension or ISA? Which is best? In the article below, I will attempt to address this question, highlighting the advantages and disadvantages of each. As always, the answer to this question can be quite nuanced and will often depend on where you are in your financial lifecycle and what you are trying to achieve. If you have any questions, please don't hesitate to give us a call at Atticus Financial Planning. We are always happy to help.

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Wednesday 19th January, 2022

End of year tax planning opportunities to look out for

The end of tax year is always a mad rush to try and utilise all our personal tax allowances and reliefs in order to ensure that our investment returns and income are generated as tax efficiently as possible. After all, the government makes a limited number of tax incentives and reliefs available to us and it makes sense to utilise them as much as possible. This article aims to highlight some of the mainstream tax planning opportunities that are available and how to use them. If you would like to discuss how you can make the most of these end of tax year planning opportunities, then please don't hesitate to give us a call.

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