Tax year-end checklist: 10 things to do before 5th April

If your future planning has fallen by the wayside due to the unforeseen circumstances of 2020, now’s the time to kick-start your planning, by making the most of the tax allowances available before 5th April.

Our tax year-end checklist suggests some ways in which you can do so – click the link below to download your copy:

Click to download

While the volatility caused by the pandemic can be unsettling, this event is beyond your control, and you’ll give yourself the best chance of achieving your financial goals if you focus on what you can control: including how much tax you pay.

From maximising your ISA allowance to using your IHT gifting exemption, these small steps can help get you firmly on the path to financial security.

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

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