Year End Planning Checklist
Matters to consider for year-end tax planning
List of Services
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Dividend AllowanceList Item 1
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Income equalisationList Item 2
between spouses & civil partners
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Marriage allowanceList Item 3
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Pension ContributionsList Item 4
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Gift Aid Payments
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ISA Limits
for all family members
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Tax Efficient Investments
into Venture Capital Trusts (VCTs), Enterprise Investment Scheme (EIS) or Seed Enterprise Investment Scheme (SEIS)
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Switching to Electric Cars
for business use
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Capital Investments
for businesses
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Director’s & Staff Bonuses
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Employer’s Pension Contributions
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Trading & property allowances
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Annual tax-free gift allowance
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Capital Gains Tax annual exemption
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Tax-free annual gifts
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Price Mann Probate Services Limited is a company registered in England & Wales, Company Number: 11709748. Registered Office: Magnolia House, Spring Villa Park, 11 Spring Villa Road, Edgware, HA8 7EB.
