Tax year end planning 2020/21 – our top 10 checklist

The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain of ‘Covid fatigue’ has only exacerbated financial worries but financial planning leads to peace of mind. Believe us, that’s what we do.

With tax year end just around the corner, one way to relieve any unnecessary anxiety is to get any tax year planning in order. February is a good time to check whether you’re making the most of your tax reliefs and allowances to save for the future. Following an incredibly stressful year financially as well as emotionally, some financial housekeeping is a wise investment of time and effort.

Our advisers have created a checklist of our top 10 Tax Year End (TYE) planning opportunities to explore, together with the key information you may need to make these a reality. However, we always recommend you take professional independent financial advice when tackling complex financial issues such as