Year End Planning Checklist
Matters to consider for year-end tax planning
List of Services
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Dividend AllowanceList Item 1
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Income equalisationList Item 2
between spouses & civil partners
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Marriage allowanceList Item 3
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Pension ContributionsList Item 4
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Gift Aid Payments
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ISA Limits
for all family members
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Tax Efficient Investments
into Venture Capital Trusts (VCTs), Enterprise Investment Scheme (EIS) or Seed Enterprise Investment Scheme (SEIS)
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Switching to Electric Cars
for business use
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Capital Investments
for businesses
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Director’s & Staff Bonuses
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Employer’s Pension Contributions
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Trading & property allowances
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Annual tax-free gift allowance
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Capital Gains Tax annual exemption
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Tax-free annual gifts
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Price Mann Probate Services Limited is a company registered in England & Wales, Company Number: 11709748. Registered Office: Magnolia House, Spring Villa Park, 11 Spring Villa Road, Edgware, HA8 7EB.
Magnolia House, Spring Villa Park, 11 Spring Villa Road,
Edgware HA8 7EB
All content on the Site and all the information provided through it is provided "as is", with no guarantees of completeness, accuracy or timeliness, and without representations, warranties or other contractual terms of any kind, express or implied. Any articles or publications contained within this website are not intended to provide specific business or investment advice. No responsibility for any errors or omissions nor loss occasioned to any person or organisation acting or refraining from acting as a result of any material in this website can, however, be accepted by the author(s) or Price Mann. You should take specific independent advice before making any business or investment decision. Price Mann Limited is a company registered in England & Wales, Company Number: 13076522. Registered Office: Magnolia House, Spring Villa Park, 11 Spring Villa Road, Edgware HA8 7EB.