
The end of the tax year is a useful point to review personal finances and check whether allowances and reliefs have been used efficiently.
Common planning areas include pension contributions, savings allowances, dividend income, capital gains, director loan accounts, and timing of income or expenditure.
The right planning depends on personal circumstances, so it is worth taking advice before making decisions. A short review before the tax year closes can often prevent avoidable stress later.
This article is general guidance only and is not personal tax advice.
