Tax planning for the year end
The end of the tax year offers a natural opportunity for individuals to take stock of their financial position and make plans for the coming years.
Income tax planning
One way to improve tax efficiency is through careful planning and use of allowances.
CGT planning & tax efficient investments
The tax year end offers a good chance to review investments and conduct a spring clean of any portfolios with careful consideration placed upon the following points.
Pension contributions
As with investments, it is important to review your pension contributions before the end of each tax year to ensure you make the most of your allowance.