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Use it or lose it!

Don’t forget the tax year-end deadline is 5 April 2024

Here’s a reminder of the main tax planning opportunities:

PENSIONS - current Annual Allowance of £60,000 plus carry forward from the previous three years

INDIVIDUAL SAVINGS ACCOUNTS (ISAs) - maximum contribution of £20,000

JUNIOR INDIVIDUAL SAVINGS ACCOUNTS (JISAs) - maximum contribution of £9,000 per child

GIFTING FOR INHERITANCE TAX (IHT) PURPOSES - up to £3,000 a year

USING CAPITAL GAINS TAX (CGT) ALLOWANCES - £6,000 annual exemption per person

You can read or download our End of Tax Year Guide

Download our guide

Alternatively email info@lifefs.com, call 020 8236 8540, or fill out the form below

 

 

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