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With tax year end approaching, you should be thinking about the tax reliefs and allowances currently available. This could lead to a reduced tax bill and potentially increase savings.
We have created a checklist of our top 10 pre tax year end planning considerations for you to review.
These are some of the general considerations for your personal financial planning and there maybe others to consider. With the Budget only a few weeks away please feel free to contact our advisers should you wish to discuss any of these topics further.
This information is based on our current understanding of the rules for the 2022-23 tax year.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Email info@thepennygroup.co.uk or call 0207 061 2345 if you have any questions or should you wish to speak to one of our advisers.