Introduction to this document
tax planning checklist 2017/18
Each tax year there are a number of tax allowances, exemptions and rate bands which if not utilised are essentially wasted as you cannot carry them forward. We’ve put together a handy checklist to help you avoid overlooking anything that might be available to you - particularly if you have some degree of control over your income.
How do I use the checklist?
Just 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.
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01 Feb 2019
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