To arrange an initial, no-obligation
consultation please call our office on:
0117 370 9770
or email us at


To arrange an initial, no-obligation
consultation please call our office on: 01173709770 or email us at


Your tax year end checklist: Six ways to make the most of this year’s tax breaks…

Tax planning should be a year-round activity, but it is particularly important for you, your family and your business to maximise your available opportunities as the tax year draws to a close. Consider the following:

  • Make the best use of your annual ISA allowance
  • Maximise your pension by fully utilising your allowance
  • Make use of previous unused pension allowances
  • Consider Inheritance Tax gifting
  • Invest for a child in a Junior ISA or a pension using your gifting allowance
  • Take advantage of the annual Capital gains Tax exemption by realising gains of £12,000 in this tax year (make use of tax-free inter spouse transfers)

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.

If you would like to start a conversation about how we can help you, your family and your business address any of the above points, do not hesitate to contact us.

Share this post

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email

You may also like

St. James’s Place Insights

Week Watch | 30 November 2020

Stock Take Global markets are on track for their best month ever, after the announcement of several vaccines to fight COVID-19 and the election of

Read More »

We use cookies to analyse how visitors use our website and to help us provide the best possible experience for users. By continuing to use our site, we will take that as your consent to allow us to use cookies. However, you can disable cookies at any time if you wish.