Year End Tax Planning

11 April 2025

Happy New Tax Year!
The importance of carrying out a Tax Year Start audit or health check

07 April 2025

Happy New (Tax) Year!
New tax changes coming into effect. Now is a good time to begin engaging with clients to review their overall objectives, and consider effective tax planning strategies taking into account those changes

24 March 2025

Tax Year End: Savings Income tax efficiency
The rules around maximising the use of the personal savings allowance and the starting rate for savings income

21 March 2025

Tax Year End: Dividend tax efficiency
The rules around using the dividend allowance

17 March 2025

Tax Year End: Transferring investment bonds
Tax consequences of investment bond transfers

14 March 2025

Tax Year End: Transfers between partners
CGT and IHT consequences of transfers between partners – married and unmarried

13 March 2025

Tax Year End: Being IHT Effective
Annual Exemption essentials

06 March 2025

Tax year end - less than one month left to plan!
Planning for tax year end

03 March 2025

Maximising pension contributions before the end of the tax year - key points and case studies
The key things to consider when advising clients with end of tax year pension planning

28 February 2025

Tax year end planning checklist for individuals - 2024/25 tax year
Suggested planning considerations for individuals for the end of the tax year

27 January 2025

Seven Good Habits for 2025 - Habit 7 - Sharpen the saw
The importance of committing to a mindset of continuous learning and how Techlink can help

24 January 2025

Seven Good Habits for 2025 - Habit 6 - Synergise
The power of client centred collaboration with professional connections

22 January 2025

Seven Good Habits for 2025 - Habit 5 - Seek first to understand then be understood
Listen before speaking, diagnose before subscribing seeking true understanding of what's important to your clients

20 January 2025

Seven Good Habits for 2025 - Habit 4 - Think win win
Remembering the importance of your business plans as well as those of your clients

17 January 2025

Seven Good Habits for 2025 - Habit 3 - Put first things first
The importance of distinguishing “important” from “urgent “ and making time for concentration on the important

15 January 2025

Seven Good Habits for 2025 - Habit 2 - Begin with the end in mind
The importance of having a plan for your client and yourself.

13 January 2025

Seven Good Habits for 2025 - Habit 1 - Be Proactive
The power of proactivity in building and developing relationships, trust and generating engagement

10 January 2025

Seven Good Habits for 2025
Seven Habits for highly effective financial planners

03 January 2025

Carry forward
How to calculate carry forward utilising unused annual allowance