Protect yourself, your family and your future.

As another tax year-end approaches, it’s important to finalise your 2021/22 tax planning to reduce your obligations wherever possible. The current tax year started on 6 April 2021 and ends on 5 April 2022. Reviewing your tax affairs now will enable you to make the most of any allowable deductions and strategies available to minimise or mitigate a potential tax burden.

  • Identify tax planning opportunities
  • Check your PAYE tax code
  • Transfer part of your personal allowance
  • Contribute up to £9,000 into your child's Junior ISA
  • Utilise any capital losses
  • Maximise pension contributions
  • Pay pension contributions to save NICs
  • Make a Will.Review existing Wills
  • Leave some of your estate to charity
  • Make regular IHT-free gifts
  • Use the IHT marriage exemption


Download a copy of our handy year-end checklist HERE

Guide to 2021/22 tax year-end planning

To download your complementary copy of our guide, please complete the quick form below.
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Pension contributions can reduce your tax liability by increasing the tax thresholds. The annual allowance for 2021/22 is £40,000.

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If you would like to start a conversation about your tax year-end planning and wealth planning, please contact us for further information – we look forward to hearing from you.

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This document is for information only and should not be construed as advice or an offer, invitation or solicitation to enter into any financial obligation, activity or promotion of any kind. Please talk to your Financial Adviser as to the suitability of any investment.