Tax Tip Tuesday: Tax year end planning checklist

As the 2024/25 tax year ends on 5 April 2025, individuals may wish to consider some tax planning before the tax year end date, including*:

Use your ISA allowance
Make Personal pension contributions
Make gifts for Inheritance Tax Planning
Use Capital Gains Tax allowance
Marriage allowance: consider transferring some of your Personal Allowance.

*The above items are subject to tax rules and restrictions depending on an individual’s personal circumstances. You should always seek the advice of a suitable qualified professional.

Tax year end planning - Tax Tip Tuesday from Consilium Chartered Accountants.

Consilium Chartered Accountants provides a comprehensive range of Personal Tax services for individuals. These are part of our suite of Tax services offered to businesses, business owners, entrepreneurs and individuals.

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