A new handbook has been launched by Zurich to help financial advisers and customers understand all aspects of tax planning and recent tax changes.
The insurers’ annual Tax Handbook for 2013/2014, published in conjunction with Pearson, provides advisers with a comprehensive reference guide. It includes a summary of how tax developments that took place in the period from the March 2013 Budget to the Finance Act 2013 affect advisers and their clients.
Other key features include:
- Over 120 ways to help save money
- Detailed advice on how to reduce tax liabilities for yourself and your clients
- Guidance on how to complete tax returns on time and without penalties
- A comprehensive glossary to explain key terms
Mark Peters, Head of Retail Wealth Propositions for Zurich’s UK Life business, said
"With its frequent changes, our tax system can be complicated and difficult to understand. Our handbook will help advisers and their clients get to grip with it and understand the changes that have taken place this year.
"The guide offers worked examples, checklists, a glossary of definitions and tax-saving hints. We hope it will be an important resource for advisers and their clients.”
This year the price of the guide is of £60.00, including post and packing. There is also an online version of the handbook, which is available for download for the same price here: www.pearson-books.com/zurich
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