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8min chapter
9 Things to Do Before the End of the Tax Year
Many Happy Returns
Strategic Tax Planning and Estate Management Strategies
This chapter delves into effective strategies for managing capital gains tax allowances, including spreading gains over multiple years, transferring assets to a spouse, and utilizing tax loss harvesting in the UK. It also explores gifting and inheritance tax considerations, highlighting various allowances and the importance of strategic planning to minimize tax liabilities for heirs. The discussion emphasizes the timing of financial decisions before the end of the tax year, including gifting to younger family members and the benefits of bequeathing stocks to avoid capital gains tax.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode