Year-End Tax Planning Guide

Year-End Tax Planning Guide

The impact of the Covid-19 pandemic may have significantly affected your levels of income and value of your investments or even led you to reconsider your strategies be it personal or financial. Now maybe the time to consider not only year-end tax planning but your intentions for the future.

Before the end of the tax year, it is a good idea to take a step back and review what can be done to ensure you are benefitting from all of the reliefs and exemptions available to you and to prepare yourself for any changes in legislation that may be relevant to you.

Our private client and corporate tax teams have prepared a comprehensive tax planning guide to ensure you don’t overlook any valuable things that can be done between now and the end of the tax year.

You can download a copy of our guide here.

If you answer ‘YES’ to any of the tax planning ideas contained in the guide please don’t hesitate to contact our Tax Partners, Steve Crompton or Lucy Williams to ensure your tax planning is carried out efficiently and effectively:


Steve Crompton

Partner – Head of Tax

direct dial: 01942 292541

mobile: 07790 840394



Lucy Williams

Tax Partner

direct dial: 01942 292543

mobile: 07807 053494