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End of year checklist for 2018/19 tax year

We thought it would be useful for our clients to compile an end of year checklist as an aide-memoire. This is not intended to be exhaustive but to jog your memory of the key planning areas which are still achievable before 5 April.

We are always here to help and, as a general plea, please get in touch with us if there are any aspects on which you are unsure or would like further help in exploring. As with all tax reliefs, the devil is in the detail! Some of the reliefs are easy wins but others might need some more thought so if you think one of the reliefs might apply to you then please talk to us before taking any action and together we might be able to come up with an even better overall solution.

To view the checklist, please click on the image below.

 

 

Date: 27th March, 2019
Author: Mercer & Hole Media

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