Tax is something we all must pay in the UK but, despite this, nobody wants the tax man to take more than his fair share. Making sure that you plan all your finances early can ensure the most tax efficient way for the coming months and years ahead.

This month’s Active Practice will guide you through:

  • Your income
  • Your dividends
  • Capital gains
  • Any extra income
  • Foreign income you might receive
  • Your savings
  • Personal savings allowance
  • ISAs
  • Family matters
  • Marriage allowance
  • Inheritance of the family home
  • Pensions

If you would like any further information, please get in touch, but first take a read of this month’s Active Practice to find out more. You can download it here:

JDA – Active Practice – 2018-05 – Personal Tax Planning


Thank You.

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Any questions?

If you’d like a meeting or a Skype call to discuss this, please get in touch with your favourite Liverpool accountant

  • You can ring us on 0151 380 8080
  • You can email us at gr****@jo******************.uk