Categories: Money

How to sort your pension and Isa before the tax year ends: This is Money podcast

By This is money

Updated: 10:56 AM EDT, March 26, 2024

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There are less than a fortnight to go before the tax year ends and that means it’s time to sort out your Isa, pension and finances before it’s too late.

With another tax onslaught looming for investors on capital gains and dividends, this is one of the most important ends to the tax year in years.

In this special bonus episode of the This is Money podcast, Simon Lambert talks to Rob Morgan from Charles Stanley Direct to find out what investors should do and why sorting out your pension and Isa could save you a substantial amount of tax.

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Listen to the This is Money podcast

We publish the podcast to the player every Friday on This is Money, above, and beyond Apple podcasts (iTunes), the most popular, Spotify, Audioboomand much more.

To download the Apple Podcasts app, go to the App Store. On Android devices, go to the Google Play Store to download the podcast app of your choice.

You can press play to listen to this week’s full episode in the player above. Wherever you get your podcasts, please subscribe and rate us if you like the podcast.

We are now available on YouTube and you can ask your smart device to ‘play the This is Money podcast’.

If you’re not comfortable using apps, you can also listen to the latest episode and archive on the This is Money podcast page.

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