2019

What to do before the end of the tax year

Make sure you don’t miss the deadline to claim important allowances and reliefs.

13 Mar 2019

Jonathan Brownlow

Jonathan Brownlow

Wealth Planning Director

The end of the tax year is fast approaching and there are a number of valuable allowances and reliefs that will be lost if they are not used before the deadline. We summarise these allowances below and suggest areas to review before 5th April 2019.

CAPITAL GAINS TAX (CGT) ALLOWANCE

INDIVIDUAL SAVINGS ACCOUNT (ISA) ALLOWANCE

JUNIOR ISA ALLOWANCE

PENSIONS CONTRIBUTIONS

IHT GIFT EXEMPTION

INCOME AND EXPENDITURE

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. 

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.

Author

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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