2018/19 Guide to Year End Tax Planning

Key tax and financial planning tips

2018/19 Guide to Year End Tax Planning

When it comes to tax, leaving important planning to the end of the tax year can cost thousands. So now is your last chance to get your tax affairs in order before the end of the 2018/19 tax year.

2018-19 Guide to Year End Tax Planning: Get your tax affairs in order
2018-19 Guide to Year End Tax Planning:
Get your tax affairs in order

Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from both Capital Gains Tax and Income… Read More »

2018-19 Guide to Year End Tax Planning: Identifying any tax planning opportunities
2018-19 Guide to Year End Tax Planning:
Identifying any tax planning opportunities

Personal circumstances differ, so if you have any questions or if there is a particular area you are interested in, please do not… Read More »

 

Time to take stock of your finances and tax position?

Timing is often the key to successful outcomes when it comes to tax planning. The period leading up to the end of the tax year on 5 April 2019 is a prime time to take stock of your finances and tax position. There may be steps that will minimise your tax liability.

If you would like to review your situation or discuss the options available, please Mercier Allen.

To download the full guide please click here.

This guide is for your general information and use only, and is not intended to address your particular requirements. The content should not be
relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and
timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate
in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough
examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the
content. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation
are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as
well as up and you may get back less than you invested. All figures relate to the 2018/19 tax year, unless otherwise stated.