News & Events

Back to articles

Tax

Your pre year-end tax planning checklist

13th April 2021

As the 2020/21 tax year comes to an end here are 6 areas (and the associated facts) you need to consider as they could very well help you to reduce your personal tax bill:

  1. Income Tax
  1. Investments
  1. Capital Gains Tax
  1. Pensions
  1. Inheritance Tax (“IHT”)

Please note not all of the above will be relevant to you but if you feel you could take advantage of any of these points and would like to discuss them further, please email mark@rowleys.biz or call Mark Hook on 0116 2827000.

Or, if you would like more detailed information on the points related to investments or pensions, please contact our colleagues at Rowley Turton Ltd. on 0116 2822177.

Registered with the Institute of Chartered Accountants in England & Wales to carry on audit work in the UK, regulated for a range of investment business activities and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales. Registered with the Institute of Taxation as a firm of Chartered Tax Advisers. . Associate Directors of the firm are not Directors of The Rowleys Partnership Limited and are not subject to the obligations and responsibilities of Directors within Part 10 of the Companies Act 2006.  Any reference to an individual with the job title “Partner” refers to someone who is a Director of The Rowleys Partnership Limited and also a registered member of Rowleys Group LLP (registered no. OC306056)  A list of Directors and Members are available at Companies House. Details of our audit registration can be viewed at www.auditregister.org.uk and details of our probate registration can be viewed at www.icaew.com/probate, both under reference number C001486455. View our Legal and Privacy Policy.