Pre Year-End Tax Planning Checklist

February 23, 2017

There are a wide range of allowances and reliefs that can be used before the current tax year comes to an end that might help you to reduce your tax liability. They include areas such as investment reliefs, income tax and pensions and this document sets out a summary of the actions you might be able to take to ensure you make full use of your personal allowance.

Not all of these items will be relevant to you, but please do contact us if you would like to consider any of these points further.

Always remember that detailed advice should be sought before implementing any changes. In particular, some of the following suggestions relate to investments or pensions so please speak with an Independent Financial Adviser before committing to any decisions.

Download the full pdf here.