17 February 2011
It’s that time of year again. You have just breathed a sigh of relief having submitted your 2009/10 tax return to HMRC. But the end of the 2010/11 tax year is nearly on us. Have you taken stock of your personal tax situation and considered the various reliefs and tax-efficient investment opportunities available?
Read the haysmacintyre year end personal tax prompt which will hopefully give you something to think about.
We start by reminding you of some of the more simple year end planning opportunities and then move on to talk about some investment and pension issues. Remember though, that there is a close interaction between investment strategy and taxation, and therefore before considering any tax efficient investment you should consult your tax advisor.
Please contact either your usual haysmacintyre contact or me if you would like to discuss any of the ideas further. Together with our colleagues in Epoch Wealth Management LLP (Epoch wm) we can help you take whatever steps you need before 5 April.