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March 2019 - Tax Planning Guide

The current tax year ends on 5th April 2019.  Now is a good time to make sure that your finances and tax position are structured as efficiently as possible.  Taking the right steps now can help minimise your tax liability and optimise your savings.


Pensions provide significant planning opportunities.  The Annual Allowance, currently £40,000, is the maximum you can contribute to a pension and still get tax relief.  Exceeding this threshold can result in a tax charge. 


Planning opportunity – you may have unused Annual Allowance from the three previous tax years which can be used in 2018/19.  This means that a significant contribution could be made without incurring a tax charge...........  


March 2019 Tax Planning Guide





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