With 5th April rapidly approaching, now is a great time to review your investments and tax position. If you want to pay less Corporation Tax get in touch today! Pension contribution are a great way to save tax and invest for the long term!

We can help you set up or optimize your pension!

If you would like to have an initial free discussion, please email Mike Gibbs, Financial Adviser, Oasis Wealth at [email protected] who will be happy to help. Alternatively speak to your regular accounting manager who can arrange this. 

Regulatory Notes

Oasis Accounting is regulated by ICEAW.

Oasis Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. This email has been reviewed and approved by QFP reference 2148045.

Both Accountants and Financial Advisers are qualified to advise on UK Tax, but only Financial Advisers are able to advise on Investments.

Any pension contributions that are made are not generally accessible until you are aged 55 (increasing to aged 57 from 6 April2028), there are some exceptions relating to ill health or lower protected pension ages. 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Information is based on current tax laws enforce as at January 2024. Tax treatment varies according to individual circumstances and is subject to change.

Since 1 April 2023 Corporation tax on Company Profits is 25% for profits above £250k, 19% for profits below £50k. Between these amounts marginal relief is applied, and the tax rate is in between 19%and 25%.

It is the end of the Personal Tax year that is approaching and is on 5 April 2024, your company yearend may be different. Financial planning considering both the company and individual tax position should be carried out when considering the best options.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 24/01/2024.