Page 9 - Budget Newsletter 2021
P. 9
Will Review
Over 18 months ago, the start of the pandemic created a sudden awareness of the importance of having an up-to-
date Will, just as Lockdown 1.0 made it difficult to create one. If you still have not updated your Will or do not have
one, remember the lesson of Spring 2020 and sort matters out now before the unexpected urgency arrives.
PLANNING POINT
If you are making an annual exemption gift by way of a cheque, remember that legally the gift is only made
once the cheque is cleared. Tuesday April 5 is the final banking day of the 2021/22 tax year. On this occasion,
the timing of Easter is not an obstacle.
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