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Action points, issue 4522

13 October 2015
Issue: 4522 / Categories: For Action , Admin

Put your client admin into motion.

  • Men over the age of 65 and women over 63 can increase their state pension by making a one-off class 3A contribution. Contact clients who may be interested in making this payment bearing in mind that the scheme is open for 18 months only.  
  • How are your clients managing with VAT online? Some may be confident to do this unaided but it may be worth holding a workshop particularly for new and recent clients explaining what it involves.   
  • Review clients who have investments structured through Delaware LLPs in case they are entitled to double taxation relief that was previously not available. There is no easy answer and determining the facts in each case may well be a time-consuming and expensive undertaking.  
  • Some...

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