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.