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Blog Guides // 24/02/2017

Year End Tax Planning Guide 2016/17

Menzies tax planning guide

As the end of the 2016/17 tax year end approaches, it is important that you take the time to review your financial and tax arrangements, and consider what actions you may need to take before the start of the new tax year on 6 April 2017.

Taking action before the end of the tax year may give you the opportunity to take advantage of reliefs, allowances and exemptions whilst they remain available. At the same time, you should be considering whether there are any relevant elections that you need to make before the start of the new tax year, and before the chance to do so passes.

Download the Menzies tax planner guide

Menzies tax planning guide contents

This planner summarises some of the key year end tax tips including the following areas:

  • Income Tax
  • Capital Gains Tax (CGT)
  • Tax Efficient Investments
  • Inheritance Tax (IHT)
  • Pensions
  • International & Offshore

Menzies Tax Planning Guide

Download the Menzies tax planner guide

As always, we recommend that you seek professional advice when undertaking tax planning so please do speak with your Menzies contact; we will be delighted to discuss with you the issues involved and any appropriate action you may need to take.

Contact Private Client Tax Partner, David Truman by phone on 0207 3875868 or email dtruman@menzies.co.uk or Private Client Tax Director, Craig Hughes by phone on 01784 497149 or email chughes@menzies.co.uk.

Menzies Private Client

David Truman - Menzies AccountantFew people have sufficient time to give their financial affairs the full attention they deserve. And when your wealth is held across a range of assets, such as company shares, property and investments, it becomes even more difficult to manage and protect.

That’s when high-calibre private client advice can be invaluable. We work closely with family members to help them understand the issues affecting their wealth, and provide a holistic service that protects the long-term needs of the wider family.

We can help you develop a cohesive management and succession strategy for your privately held wealth.

Find out more about Menzies Private Client services.

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