Pre Year end tax planning

Here is a pre year end planning checklist which has been put together by our associated Independent Financial Advisors at Continuum.  If you would like any further information on any of the topics mentioned please do get in touch with us or contact Terri Hall at Continuum direct.

Please remember that any additional contributions to personal pension schemes or payments into EIS schemes (or similar) need to be made BEFORE 5/4/22. To make sure that you use your tax allowances for 2021/22 and minimise your tax bills, its important to make sure that you have this planned in advance to allow the providers to get the relevant paperwork in place.

Liric – Tax Year End Planning Checklist