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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 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.

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