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Last minute planning for tax year 2016/17

The final deadline of 5th April 2017 is relevant to individuals who have not considered year end tax planning issues. These issues include:

  • utilising your annual capital gains tax exemption
  • utilising your annual inheritance tax exemption for gifts
  • utilising your annual Individual Savings Account investment limit (ISA)
  • making additional pension contributions for 2016/17.

Please do get in touch if you would like any further advice on these or any other issues.