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  • With the current tax year having begun on 6 April 2017, the clock is ticking and it is important to utilize all the tax reliefs and allowances available before 5 April 2018 in order to minimize your liabilities. That is why the team at KeystoneIfa has compiled the following checklist of the key investment and tax planning ideas that you should be considering. We hope you find this checklist useful, but please bear in mind that this only provides a summary of the options you should be considering and not all options will be suitable for everyone. Therefore, for more information on any of the ideas outlined or for dedicated advice tailored to your specific circumstances, please contact us. Please note that this checklist is produced based on tax legislation in existence at 5 March 2018.

    • Year-end tax planning checklist

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