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We need the information you provide us with to contact you about our services. For information about our privacy practices and commitment to protecting your privacy, please see our Privacy Policy
INCOME TAX
Your personal tax free allowance is £12,570 from income such as your salary or property income where you don’t have to pay income tax. If you are married it is also possible to utilise your tax allowances as a couple.
ISA ALLOWANCE
You can save £20,000 into an ISA each year without paying income tax or capital gains. This doesn’t carry over so it’s important to use it. You can also save £9,000 into a Children’s ISA income and capital gaine tax free.
PENSION TOP UP
One of the best ways to optimise your tax and also save for retirement, especially as you get income tax relief on the money you put in is your pension pot. For most this is £40,000 in a tax year, or 100% of your salary.
CORRECTLY GIFTING
Cash gifts to your loved ones can form part of your estate for inheritance tax purposes. You can give away £3,000 each tax year free of IHT. A couple make a £6,000 allowance. You can carry over unused allowance of 1 year.
CAPITAL GAINS TAX
Capital Gains Tax is tax on the profit that can be optimised when you sell an asset that’s gone up in value. Such as possessions worth £6,000+, except your car, assets of a business, shares that do not form part of an ISA.
CHILD BENEFIT REGAIN
The tax-free childcare scheme enables you to benefit from £500 every 3 months per child for childcare costs. The government contributes £2 of every £8 you pay. Qualification depends on your work, income and child age.
INCOME TAX
Your personal tax free allowance is £12,570 from income such as your salary or property income where you don’t have to pay income tax. If you are married it is also possible to utilise your tax allowances as a couple.
ISA ALLOWANCE
You can save £20,000 into an ISA each year without paying income tax or capital gains. This doesn’t carry over so it’s important to use it. You can also save £9,000 into a Children’s ISA income and capital gaine tax free.
PENSION TOP UP
One of the best ways to optimise your tax and also save for retirement, especially as you get income tax relief on the money you put in is your pension pot. For most this is £40,000 in a tax year, or 100% of your salary.
CORRECTLY GIFTING
Cash gifts to your loved ones can form part of your estate for inheritance tax purposes. You can give away £3,000 each tax year free of IHT. A couple make a £6,000 allowance. You can carry over unused allowance of 1 year.
CAPITAL GAINS TAX
Capital Gains Tax is tax on the profit that can be optimised when you sell an asset that’s gone up in value. Such as possessions worth £6,000+, except your car, assets of a business, shares that do not form part of an ISA.
CHILD BENEFIT REGAIN
The tax-free childcare scheme enables you to benefit from £500 every 3 months per child for childcare costs. The government contributes £2 of every £8 you pay. Qualification depends on your work, income and child age.
I was contacted within the hour by a courteous financial adviser and I did not feel pressured at all. He explained the service that he offered including a no obligation initial meeting which I have arranged.
I was introduced to an adviser called Henry. He helped me optimise my allowance for tax year end in a way which was suitable for my circumstances. Everything has worked out well and I am very happy,
I filled in the form on Uk Tax Year End Planning and an adviser called Simon rang the same day. We arranged to meet and he was able to propose suitable solutions for our tax year end needs.
I would highly recommend Uk Tax Year End Planning. They referred me to an extremely helpful and knowledgeable adviser who helped me make the most of my tax allowances.
Simon comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly.
MIchael, the adviser I was introduced to, has given me great advice around my tax as well as sorting out the complexities of various investments I have. Michael is an expert in his field.
Uk Tax Year End put me in touch with Duncan who showed great patience and diligence in organising my tax situation and took care to explain the process throughout. I would highly recommend.
Uk Tax Year End introduced me to Peter whose advice and efficient approach has been greatly appreciated. I have been happy with this service and would recommend both Peter and UK Tax Year End without hesitation.
I was contacted within the hour by a courteous financial adviser and I did not feel pressured at all. He explained the service that he offered including a no obligation initial meeting which I have arranged.
I was introduced to an adviser called Henry. He helped me optimise my allowance for tax year end in a way which was suitable for my circumstances. Everything has worked out well and I am very happy,
I filled in the form on Uk Tax Year End Planning and an adviser called Simon rang the same day. We arranged to meet and he was able to propose suitable solutions for our tax year end needs.
I would highly recommend Uk Tax Year End Planning. They referred me to an extremely helpful and knowledgeable adviser who helped me make the most of my tax allowances.
Simon comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly.
MIchael, the adviser I was introduced to, has given me great advice around my tax as well as sorting out the complexities of various investments I have. Michael is an expert in his field.
Uk Tax Year End put me in touch with Duncan who showed great patience and diligence in organising my tax situation and took care to explain the process throughout. I would highly recommend.
Uk Tax Year End introduced me to Peter whose advice and efficient approach has been greatly appreciated. I have been happy with this service and would recommend both Peter and UK Tax Year End without hesitation.
UK Tax Year End is a trading style of JTX Partners who specialise in connecting prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
UK Tax Year End is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com
UK Tax Year End is a trading style of JTX Partners who specialise in connecting prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
UK Tax Year End is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com
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