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Your complete 2021/22 end of tax year guide

Writer's picture: Gary LumbGary Lumb


The 2021/22 tax year ends on Monday 5 April 2022. This is the date when many allowances reset, and it could be your last opportunity to make use of some of them.


Keeping track of how you’ve used your allowances can reduce your tax liability and help you boost your wealth. Reviewing your finances ahead of the tax year end could reduce the amount of tax you pay and improve your financial security in the future.


This guide covers seven allowances and exemptions you should consider making use of to ensure you’re ready for the new tax year:


  1. ISA allowance

  2. Marriage Allowance

  3. Pension Annual Allowance

  4. Dividend Allowance

  5. Capital Gains Tax annual exempt allowance

  6. Inheritance Tax annual exemption

  7. Gifts from your income.


Download your complete 2021/22 end of tax year guide to learn more about these allowances and exemptions. If you’d like help preparing for the end of the tax year, please contact us.

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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 (https://register.fca.org.uk/s/) under reference 778188 and registered with Companies House England and Wales No. 10708121.

Registered Office: The Studio, Stables Lane, Boston Spa, Wetherby, LS23 6BX

 

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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