2018 JML Accountancy all rights reserved

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YEAR END CHECKLIST 

  • Make the most of year 18/19 ISA allowance

  • Use your CGT annual allowance

  • If your taxable income is greater than 100k minimise your exposure to the 45% tax rate and the loss of your personal allowance

  • Review your pension agreements

  • Review your estate plan &will

Remember that the tax effect of a decision is the only element to consider. The financial, practical and commercial implications of the decision should always be taken into account.

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PERSONAL TAX PLANNING

SELF EMPLOYED OR PARTNERSHIP

COMPANY DIRECTOR

PROPERTY OWNERS

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START UPS

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YEAR END CHECKLIST

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