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29 January 2021 | Comment | Article by David Hulse

Guide to 2020/2021 year-end tax planning

With the end of the current 2020/2021 tax year approaching on Monday 5 April 2021, we have listed below a few reminders of some important tax planning issues and opportunities you may want to consider.

No matter what kind of taxpayer you are, you need to plan ahead. To find out more or to discuss your situation, please speak with one our Independent Financial Advisers.

Please click on our latest guide below: ‘2020/2021 Tax year-end planning’ for further information on how to maximise your portfolio before the tax year-end. Unless you act now, some of these allowances will be lost forever.

2020/2021 Tax year-end planning guide

If you would like to discuss your financial position, please contact us – we look forward to hearing from you.

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Author bio

David Hulse heads up the Hugh James Independent Financial adviser team. An experienced adviser looking after personal and professional clients based all over the UK from London to Edinburgh and closer to home here in South Wales.
David Hulse

David Hulse

Head of Hugh James Independent Financial Advisers
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Disclaimer: The information on the Hugh James website is for general information only and reflects the position at the date of publication. It does not constitute legal advice and should not be treated as such. If you would like to ensure the commentary reflects current legislation, case law or best practice, please contact the blog author.

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