Year- End Tax Planning Checklist

Are you making the most of your tax allowances?

To ensure you preserve your wealth, it is important to utilise all the tax reliefs and allowances available. Here is are our year- end tax planning checklist. 

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Maximise your pension contributions

Maximise your ISAs

Maximise your personal income allowance 

Inheritance tax/ Gifting

Use them or Lose them!

The current tax year ends on 5th April. While some of these tax breaks can be carried forward to future years, some can’t — like your ISA allowance and capital gains tax allowance.


If you haven’t yet taken the time to review your finances and make the most of these exemptions, now is the time.


This month we are offering a limited amount of Complimentary Tax Reviews. For more information & to request a review, visit our Complimentary Tax Planning Page.

Or, why don't you check out our video 
'How to maximise your annual tax allowance'. 

For further advice, please do not hesitate to Contact Us.


It is important that no actions should be taken without advice, and the risk warning should be taken notice in all cases. Personal circumstances and risk profile mean that the advice for one person which may not be the same for everyone. Furthermore tax treatment depends on your individual circumstance and may be subject to change in the future.

This article is based on tax implications for 2017/2018.

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About the Author

By Nigel Reeves: My mission is to provide the quality, honest & jargon-free pension advice that people need to secure the retirement they deserve. At home, I'm a family man and an active supporter of grassroots sports!

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