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Financial Viewpoint

Financial Viewpoint

27th May 2022

The quarterly newsletter from Carl Summers Financial Services

Key Dates For Your Finances 2022

Key Dates For Your Finances 2022

22nd April 2022

Now’s a good time to make sure your fully prepared for the financial year ahead. To make it easy we’ve summarised the key dates and facts and figures.

Start of the tax year checklist

Start of the tax year checklist

8th April 2022

The new tax year means annual allowances are reset and ready to be reused – to help you make the most of your money. This year more than ever, with interest rates and inflation on the rise, it’s a great time to review your pensions and investments with your adviser.

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