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  • Gary Lumb

The 2020/21 end of the tax year guide

Updated: Jan 29

The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you get the most out of your money.


Our guide explains seven key allowances you should consider to ensure you’re ready for the 2021/22 tax year. This includes:


  1. Marriage allowance

  2. Pension Annual Allowance

  3. ISA allowance

  4. Gifting allowance

  5. Gifts from your income

  6. Capital Gains Tax

  7. Dividend allowance


Click here to download your copy of the guide.


Keeping on top of allowances and how to use them can be challenging. But creating a financial plan that helps you get the most out of your money can put your mind at ease. Please get in touch to discuss how you can make the most of allowances in the current tax year and put a plan in place for 2021/22.

Yorkshire Rose Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Yorkshire Rose Financial Planning Ltd is entered on the FS Register (www.register.fca.org.uk) under reference 778188 and registered with Companies House England and Wales No. 10708121.

Registered Office: Parkhill Business Centre, Walton Road, Wetherby, LS22 5DZ

 

The information contained within this website is subject to the UK regulatory regime and therefore targeted at consumers based within the UK. The Financial Conduct Authority does not regulate Tax Advice or Workplace Pensions

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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