Last minute planning for tax year 2023/24

The final deadline of 5th April 2024 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 2023/24.

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