End of Tax Year Checklist

Posted on by tfp in Planning

With the tax year end approaching fast, it is a good time for individuals to consider any last minute planning and to maximise any unused allowances that they may have. Even if the planning has been left too late for this tax year, by still taking action now will ensure it is in place ready for next tax year.

Click here for an “End of Tax Year checklist”

This has been split into following areas;

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Tax Efficient Investments
  • Pensions
  • Business Taxation


It shows;

  1. the type of client that may be impacted,
  2. what actions should be considered, and
  3. whether those actions have been taken or not (or not applicable).