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Many Happy Returns
9 Things to Do Before the End of the Tax Year
Mar 6, 2024
Explore tax-efficient strategies before the UK tax year ends, from maximizing ISAs and pensions to managing investments with Free Trade. Dive into estate management and gifting, navigate international tax laws, and learn about capital gains tax advantages when donating to charities. Discover effective ways to minimize tax liabilities with expert advice on bed and breakfasting transactions.
35:34
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Quick takeaways
- Maximize ISA allowance for tax benefits and exemptions from capital gains and income tax.
- Carefully consider pension contribution limits and reduction for high earners to avoid penalties.
Deep dives
Maximizing Your ISA Allowance
One crucial point discussed in the podcast is the importance of maximizing your ISA allowance before the end of the tax year. This allows individuals to take advantage of tax benefits by investing up to £20,000 for the current tax year and simultaneously making the most of the tax advantages, including exemptions from capital gains tax and income tax on investments within the ISA.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode