We have pulled together a summary of options that might be worth considering as we close in on the end of the 2023/24 tax year.
There are a range of opportunities, spanning a variety of financial topics, that may assist in helping to optimise your use of products and strategies. Whether tax planning to maximise the current year’s allowances or, thinking wider in the forward planning for future years, this guide is there to draw your attention to options that you may not be currently making use of.
Following the budget, the announcement has done little in the way of affecting the current tax year plan, however, with changes to National Insurance tax, a new British ISA to name just two, there may be more to consider going forward.