Rayner Essex’s Year End Tax Planning Guide

Have you utilised your tax allowances ahead of the new tax year?

As the 2024 tax year comes to a close on 5 April 2025, it is crucial to ensure that your tax strategies are thoroughly reviewed and optimised.

At Rayner Essex, we are delighted to present our Year End Tax Planning Guide, a vital resource tailored to assist you with both your business and personal financial planning as you navigate through the end of the tax year.

Our guide provides essential advice and strategies, including quick wins and opportunities to maximise your tax allowances and reliefs while they are still available.

It’s designed to help you effectively prepare for the financial year end, ensuring you make the most of every available benefit. This tax year marks a year of significant changes as highlighted by the entry of the newly elected Labour government in the Autumn Budget 2024. This includes several important updates that deserve attention in your year-end review which include:

  • A further reduction to the capital gains tax annual exemption
  • A further cut in Dividend Allowance
  • An increase in Employer’s National Insurance Contributions (NIC’s)
  • Forthcoming changes to Inheritance Tax

Other further highlights shared in this comprehensive guide include:

  • Income tax rates and allowances
  • Tax and the family
  • Planning issues for companies
  • Pension planning
  • Savings and investments
  • Capital gains tax rules and changes
  • Using gift aid effectively
  • Year end checklist

Click the link below to download the Year End Tax Planning Guide and plan ahead with confidence, maximising deductions and optimising investments.

Get in touch

For further information on the Year End Tax Planning Guide, or to find out more on how to minimise your tax burden and how to best advantage on these opportunities, or if you have queries relating to tax matters, please get in touch with our tax team by completing the form below, who will be happy to help.

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