Guide to Year End Tax Planning

For key tax and financial planning tips before the tax year end on 5th April, read our latest March 2019 report by clicking here.

Topics in this issue include:

  • Income tax
  • Transfer of income-producing assets
  • Pension contributions (including for spouses and children)
  • ISAs
  • Capital gains tax
  • Investments
  • Dividend tax
  • Remuneration strategies
  • Gifting
  • Residence nil rate band
  • Overpayment and capital loss claims
  • Landlords
  • PAYE tax codes

The contents of this guide are suggestions only, not advice, and might not apply to your own personal situation. This is not an exhaustive list, and there are other ways we may be able to help you.