Checklist & video: From one year end to another: navigating the end of 2017/18

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5 February 2018

Saunderson HouseOn 5 April 2018 the 2017/18 tax year closes and, with it, the opportunity to utilise a number of generous allowances and exemptions. With concerns regarding the impact of Brexit persisting, and worries over US politics both domestically and abroad still dominating headlines, investors may well be distracted from giving their personal financial situation the attention it needs. Watch our video below to see John Bawden, a Chartered Financial Adviser for Saunderson House discuss the allowances and exemptions available.

Saunderson House has also compiled a useful checklist of items that ought to be considered in advance of 6th April which include:

  • Contributions to your pension
  • Checking your carry-forward allowances
  • Payments into an ISA
  • Taking profits from existing investments
  • Considering other opportunities
  • Talking about it

Click on the image to download a copy of the useful checklist to find out more:

Saunderson House Tax Checklist

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