Year End Tax Review 2021


We recommend you undertake an annual review of your financial affairs to check that you are not paying more tax than you need to and whether the structures you set up in the past are still appropriate. Between now and the end of the tax year (5 April 2021) is a good time to assess whether you have claimed all the relevant allowances and are as well defended against high tax charges as you can be.

Of course, the personal circumstances of each individual must be taken into account in deciding whether any particular plan is suitable or advantageous – but our downloadable Review may give you some insights and ideas. We are happy to discuss them with you in more detail.


Some of the articles featured in our Review include:

  • Working at Home Allowance

  • Max Out your State Pension

  • Give and Save

  • Reporting CGT on residential sales

  • Rent-a-Room Tax Relief

  • Innovate to Accumulate

  • Prepare for Off-Payroll Working

  • Timing your business expenditure

  • Benefits-in-Kind

  • Capital Gains Tax Planning

  • Late Filing Penalties

  • Investor Tax Relief schemes

  • End of Stamp Duty holiday

  • Construction Industry VAT changes

  • VAT on goods crossing borders


If any of the articles contain issues you would like to discuss, please do get in touch with us as soon as possible so we can help you plan before April 5th 2021

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Spring Budget 2021 - The Highlights

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VAT deferral scheme UPDATE