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2021/2022 Tax Year-End Planning

Protect yourself, your family and your future

As another tax year end approaches, it’s important to finalise your 2021/22 tax planning to reduce your obligations wherever possible.

The current tax year started on 6 April 2021 and ends on 5 April 2022.

Reviewing your tax affairs now will enable you to make the most of any allowable deductions and strategies available to minimise or mitigate a potential tax burden.

Identifying any tax planning opportunities

Check your PAYE tax code

Transfer part of your personal allowance

Contribtue up to £9,000 into your Child's Junior ISA

Utilise Capital Losses

Maximise Pension Contributions

Pay Pension Contributions to save NICs

Make a Will

Leave some of your estate to charity

Make regular IHT Free Gifts

Use the IHT Marriage Exemption