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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


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, call 020 8236 8540, or fill out the form below



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Mortgage Campaign Win-Win Campaign

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