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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Maximizing Tax-Efficient Accounts and Planning Strategies
02:04 • 14min
Managing Investments Tax-Efficiently with Free Trade
15:35 • 2min
Strategic Tax Planning and Estate Management Strategies
17:49 • 8min
Navigating Tax Complexities and International Tax Laws
25:24 • 3min
Exploring the Tax Advantages of Donating to Charities
28:16 • 2min
Managing Capital Gains Tax Effectively
29:54 • 6min