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Allowances and exemptions can amount to considerable savings and should be considered by every adviser looking to optimise tax savings ahead of the tax year end.
But what's on offer, how can they be combined and should advisers prioritise one over the other? Carmen Reichman chats to Shaun Moore, tax and financial planning expert at Quilter, about which allowances advisers should be looking at and how they can help reduce the tax burden for their clients.
The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
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