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Year End Tax Planning Guide 2024

The run up to the end of the tax year on 5 April 2024 is a good time to make sure that your family and business finances are arranged in the best way possible.

Inside this issue

Tax rates and allowances
Tax and the family
Family companies: assess profit extraction strategy
Keep up to date with pension planning opportunities
Unincorporated businesses: plan for major change
Invest tax efficiently
Take stock of capital gains tax rules and changes
Use Gift Aid effectively
Year end checklist

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