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The Technical Connection Quiz: 27 February

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.

The following questions relate to tax year end planning.


Which of the following would benefit the most from using their personal allowance?

A) A starting rate taxpayer

B) A basic rate taxpayer

C) A higher rate taxpayer

D) An additional rate taxpayer


Where an individual has income in excess of £100,000, which planning strategy could they implement to reduce their income?

A) Maximise their Isa contributions

B) Make a gift aid donation

C) Make a gift of shares to charity

D) Make a gift out of their income


For which tax years is it possible to make use of carry forward for pension purposes?

A) 2009/10 to 2011/12

B) 2010/11 to 2012/13

C) 2011/12 to 2013/14

D) 2012/13 to 2014/15 


What is the current annual contribution limit for an Isa?

A) £11,280

B) £11,520

C) £11,880

D) £11,920


Which type of investment can be used to defer payment of income tax?

A) Growth orientated Oeics

B) Investment bond

C) Isa

D) Unit trusts

Questions supplied by Technical Connection 

Access full CPD, technical updates and business generation ideas through Techlink Professional. Go to and click theContact Us link at the top of the screen and then request your free trial from the drop down menu.



1 D
2 B
3 B
4 B
5 B



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