Make this tax year-end count

Every moment counts, and so does every penny you invest in your future. With tax year-end approaching on 5th April, it’s time to make sure you’re making the most of every allowance, relief and exemption available.

Tax-smart moves can help your money go further and help give you and your families that much-desired long-term financial security. So, whether you need to top up your ISA, make extra pension contributions or put other changes in place, it’s well worth considering maximising your available allowances and reliefs before their use-by date!

Our tax year-end checklist will point you towards the key allowances, while St. James’s Place’s tax year-end guide will help you navigate the countdown to 5th April. Remember, many unused allowances can’t be carried over.

The decisions you make today will shape the freedom you’ll enjoy tomorrow. Let’s make them count!

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

Make this tax year-end count

Every moment counts, and so does every penny you invest in your future. With tax year-end approaching on 5th April, it’s time to make sure you’re making the most of every allowance, relief and exemption available.

Tax-smart moves can help your money go further and help give you and your families that much-desired long-term financial security. So, whether you need to top up your ISA, make extra pension contributions or put other changes in place, it’s well worth considering maximising your available allowances and reliefs before their use-by date!

Our tax year-end checklist will help guide you through some of the key areas. Remember, many unused allowances can’t be carried over.

The decisions you make today will shape the freedom you’ll enjoy tomorrow. Let’s make them count!

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

Helpful Fact Sheets

Looking for more information on tax-efficient saving? We’ve created some handy downloadable factsheets that tackle topics like pensions vs ISAs, Capital Gains Tax, and the 60% tax trap.

If you have a question about the end of the tax year, please contact us today.

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