Financial Services News

A Guide to Year End Tax Planning is now available to download in PDF format.

A Guide to Year End Tax Planning

January 2018

This guide focuses on the following topics:

  • Maximise your individual account (ISA) allowance
  • Don't overlook pension contributions
  • Take your tax pension to the max
  • Capital gains tax (CGT) allowances
  • New rules in inheritance tax
  • Small gifts and inheritance tax
  • Additional-rate taxpayers
  • Tax-efficient investments
  • Utilise your spouse's personal allowance

Click here to download the full PDF.