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

Risk Disclaimer: The value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance. This document is not intended as investment advice. Any security mentioned in this commentary is for information purposes only and is not a recommendation to buy.