Year-end tax planning – have you maximised your tax allowances?

The current tax year began on 6 April 2020 – which means the clock is now ticking and it is important to utilise all the tax reliefs and allowances available
before 5 April 2021 in order to minimise your liabilities.

With this in mind, the team at Macalvins has compiled a checklist of the key investment and tax planning ideas that you should be considering.

Our checklist includes expert advice and helpful tips covering:

Business tax planning Pensions
Personal tax planning Investment ideas
Inheritance Tax (IHT) planning
Macalvins Chartered Accountants, Tax & Business Advisers | Harrow, Mayfair, London

The year-end tax planning checklist is available to download for FREE here.

Please bear in mind that the checklist only provides a summary of the options you should be considering and not all options will be suitable for everyone.

For more information on any of the ideas outlined or for detailed advice tailored to your specific circumstances, please contact us.

Meet our
tax planning experts

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Phil Stevens

Tax Director