Introduction to this document

Year-end tax planning checklist

There are a number of tax allowances, exemptions and rate bands which if not utilised in one tax year cannot be carried forward for use in later years. Use our checklist to help you ensure that youre not missing out on tax relief.

How do I use the checklist?

Read through the planning points and consider whether you want to utilise any of them but be aware that you need to have effected them by 5 April.