Skipton Financial Services
Friday, April 13, 2018 - 13:50

Skipton Insight: new tax year podcast

The new tax year heralds a number of important considerations for investors – and we’re here to help you think about your plans.




Olivia Charlesworth,

Senior Customer Engagement and Communications Manager

Ben Smith,

Technical Services Manager

Gareth Smith,

Retirement Solutions Manager


In our debut podcast, Olivia Charlesworth, Senior Customer Engagement and Communications Manager, interviews two of our in-house Technical experts about the significant changes for the 2018/19 tax year.

Ben Smith, Technical Services Manager, talks about ways on beating the reduction of the dividend allowance and how you could minimise the tax you need to pay on your investments.

Find out more about your personal savings allowance, as Gareth Smith, Retirement Solutions Manager, will bring you quickly up to speed on the of the additional tax free band (from 4 minutes 30 seconds in). Gareth also discusses the tax benefits associated with pensions.

Towards the end of the podcast (9 minutes 50 seconds in), we shed more light on the increase of the Lifetime Allowance – and how this might support your pension savings.

The opinions and analysis provided are for information only and do not constitute financial advice.

Call us now on 0800 731 5342Request a Call Back

If you would like to receive information similar to this via email - please subscribe to our mailing list - click here.

Similar insights & resources

The importance of having a Will

More than half of UK adults are failing to recognise the importance of having a Will, according to October 2015 research by Unbiased. This is despite the fact that a) it is easy to set up a basic Will, and b) not having one could have negative consequences for your loved ones.

What is an annuity?

If you’re a keen reader of the financial press you will have seen a lot about them over recent years – but what is an annuity? Until recently at least, it was the most common route for people to fund their retirement, but there has been some controversy over falling annuity rates. To explain annuities, here are five things you need to know. 

Why get financial advice?

When it comes to your money, seeking financial advice from an expert can have an equally positive impact on this hugely important area of your life.