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Year End Tax Planning


13 March 2024
CGT on property sales & EIS investments - a case study
The CGT on the sale of a UK residential property, by a UK resident, which must be paid within 60 days of completion of the contract. This needs to be taken into account when making EIS investments to defer the payment of CGT

13 March 2024
Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

13 March 2024
The Value of Advice
Demonstrating the value of advice at the Tax year End including the importance of the non-financial value of advice.

07 March 2024
Using pension contributions to reduce bond tax
Tax on chargeable event gains. How a pension payment, in certain cases, can reduce or eliminate the tax charge on a chargeable event gain

26 February 2024
Year End Tax planning - company taxation planning in 2024
Company taxation planning at the end of the accounting year

26 February 2024
Minimising tax on investment and own company dividends
Practical tax year end and tax year start planning to minimise the tax on dividends from your investment and from your own company

21 February 2024
Avoiding damaging tax and benefit "cliff-edges"
How damaging tax cliff edges relate to child benefit, child care and the personal allowance and the role of pension contributions

20 February 2024
Tax Year End Planning - Effectively using the reducing capital gains tax exemption
A reminder of the importance of considering the effective use of the annual capital gains tax exemption to improve client outcomes

05 February 2024
Tax Year End Planning
Tax Year End Planning fundamentals

15 January 2024
An earlier Tax Year End this year?
Does the Budget on 6th March make tax year end planning ahead of that date worth considering?

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