Be Ready for the End of the Tax Year

Be Ready for the End of the Tax Year

The end of the tax year is fast approaching, and with it comes an opportunity to make the most of your allowances. Are you taking full advantage of what’s available to you?

  • Pensions: Have You Maximised Your Contributions?

Pension contributions can be a tax-efficient way to save for the future. Have you checked if you have unused allowances from previous years that you can carry forward?

  • ISAs: Using Your Allowance Before It’s Gone

Your ISA allowance resets each year—have you used yours? Whether it’s a Cash ISA, Stocks & Shares ISA, or a Junior ISA for children, making the most of this tax-free wrapper could help your money work harder.

  • Investments: Keeping More of What You Earn

If you have investments outside an ISA or pension, are you using your Capital Gains Tax allowance before it disappears? And what about dividends—do you know how much tax you might owe?

  • Income Tax: Checking Your Allowances

Tax reliefs and allowances can make a real difference. From personal savings allowances to marriage tax allowances, have you checked what applies to you?

 

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