End of Tax Year Checklist: 20 Things To Do Before 5 April
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End of Tax Year Checklist: 20 Things To Do Before 5 April
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概要
Download the end-of-tax-year 20 question checklist here.
Other things mentioned in this episode:
- Claim extra tax relief back - here
- Tax cliff YouTube video, if you earn more than £50,270 - here
Thanks for listening!
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⚠️ Disclaimers: I am not a financial advisor and this does not represent financial advice, it is for entertainment purposes only. Please seek professional advice to get the best information for your personal situation. When investing, your capital is at risk and you may get back less than invested. Past performance does not guarantee future results.
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Timestamps:
0:00 - 20 end of tax year questions
1:32 - ISAs
3:20 - Important Cash ISA point
5:59 - Pensions
7:43 - Important action: tax relief
9:38 - Biggest change: dividends
11:24 - Capital gains tax (and bed & ISA)
13:45 - Inheritance tax
14:16 - Limited company directors
15:32 - Most important reminder