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Some helpful pointers for year end personal tax planning.
KEY POINTS
- Make full use of a client’s pension contributions allowance.
- Impact of the changes to the taxation of dividends.
- What can be done to use clients’ capital gains tax exemptions?
- Inheritance tax exemptions should not be overlooked.
As the end of another tax year approaches it is important to review the tax affairs of individual clients to ensure that they are aware of any planning opportunities and to take action before 5 April. In addition when there are reports of likely changes to be made in the budget (16 March) it would be advisable to act – where possible – before the budget in case they have immediate effect.
Pensions
A review of pension contributions should always be at the top of any end-of-year planning....
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