Tax reliefs and allowances checklist

02 Mar 2017

Jonathan Brownlow

Jonathan Brownlow

Wealth Planning Director

With tax year end fast-approaching, we’ve pulled together a list of key tax reliefs and allowances it’s important to be aware of:

Personal Allowance

Capital Gains Tax (CGT) Allowance

Individual Savings Account (ISA) Allowance

Junior ISA Allowance

Pension contributions

Lifetime allowance

Venture Capital Trusts

Enterprise Investment Schemes

Please contact us for any futher information.

These figures are based on current rules and our understanding of what the allowances will be in the next tax year. The Spring Budget announcement will be made on the 8th March and this checklist will be updated if there are any changes.

Statements concerning taxation are based on our understanding of the taxation law in force at the time of publication. The levels and bases of taxation may change. You should obtain professional advice on taxation where appropriate before proceeding with any investment. Readers should seek professional advice for their individual circumstances.


Jonathan Brownlow

Jonathan Brownlow

Wealth Planning Director

Jonathan joined in 2016 and is a Wealth Planning Director, providing advice to clients on pension and tax planning issues. Previously he worked at RBC, HSBC, and a privately owned wealth management firm specialising in advice to financial services professionals. Jonathan has 20 years’ experience, is a Fellow of the Personal Finance Society and a Chartered Financial Planner.


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