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Personal finance

Advisers’ guide to tectonic tax shifts

We outline the tax allowances available to use this tax year in light of the autumn statement.

Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

This article is more than 2 years old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

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Written by
Didi Ager
Didi Ager
Chartered Financial Planner

Didi has an impressive career in finance spanning three decades. After graduating with a degree in Banking & International Finance, Didi began her career specializing in foreign exchange in the city before becoming a senior investment manager. Her experience in institutional investing has given her a good understanding of markets and investor behaviour.

James Atkinson
James Atkinson
Senior Investment Adviser

James has been helping clients with their financial planning needs for over 6 years. His areas of expertise include: investments, funding retirement, pension transfers, retirement planning, estate planning and funding long-term care.

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Article history
Published: 23rd February 2022