2024-25 Year-End Planning

The end of the tax year is fast approaching—are you making the most of your tax-saving opportunities?

Many people overlook key allowances and reliefs, which can mean paying more tax than necessary. That’s why we’ve created this FREE Year-End Tax Planning Guide—a simple, practical resource to help you:

• Use your allowances wisely before they reset
• Reduce your taxable income and avoid overpaying
• Avoid costly mistakes that could impact your tax bill
• Plan ahead for the next financial year with confidence

Why This Matters

The UK tax system is full of opportunities and pitfalls. Whether you’re a business owner, investor, or simply want to optimise your tax position, making the right moves before 5 April can save you money.

• Am I making full use of my tax-free allowances?
• Should I top up my pension or use other tax-efficient investments?
• What steps should I take before the deadline to maximise tax reliefs?

This guide is a great starting point, but every tax situation is different. If you need tailored advice, book a free consultation to ensure you're making the best decisions before the year-end.