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Get ready for tax year end

23 February 2023
As attention turns to maximising tax-efficient savings in the run up to tax year end, we've continued adding to our range of material to help support conversations with your clients.

From campaign tips to how to guides, you’ll find all the key resources in the build up to tax year end to help you support your clients. We've also added an investment market update – to take your clients through what’s been happening in the markets and try to give some reassurance about what the future could hold.


Visit our Aegon Platform year end hub and Aegon Retirement Choices (ARC) tax year end hub for more information.
 

Maximising tax-efficient opportunities with your clients
In this video, Martin Haggart and Elaine Cruickshank guide you through the key tax and pension planning opportunities for maximising your clients' savings. 

View the recording

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Happy New Tax Year End