The Tax Year End is the ideal time to review your financial plans and tax situation

Below is a list which sets out
some of the things you need to be thinking about at this time of year –

Have you used up your Individual Savings Account (ISA) allowance for the year?

Have you reclaimed tax relief on Pensions contributions if you are a high rate taxpayer?

Have you utilised your Capital Gains Tax (CGT) exemptions?

Are you utilising Inheritance Tax (IHT) exemptions?

Do you need to complete a tax return?

Have you reviewed your pensions contributions?

If you would like more information on any of the areas above please contact us on either 01224 900879 or 01358 268166