Year End Tax Planner 2019-20

26 Feb 2020

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The 2019-20 Saffery Champness Year End Tax Planner is full of planning suggestions for organising your finances as tax-efficiently as possible in the run-up to the end of the tax year on 5 April 2020.

Our guide to year end tax planning for individuals and businesses considers:

Private individuals

  • Self-assessment: key dates
  • Income tax planning
  • Gift Aid
  • Capital gains tax planning
  • Inheritance tax planning
  • Pensions

Business owners

  • Family businesses
  • Capital expenditure
  • Entrepreneurs’ Relief
  • Business Property Relief

Employers and employees

  • General planning
  • Pensions
  • Cars and fuel
  • Other benefits in kind

Property

  • Letting property
  • Private Residence Relief
  • Furnished Holiday Lettings
  • Annual Tax on Enveloped Dwellings

Overseas

  • Residence
  • Non-domiciliaries (non-doms)
  • The remittance basis
  • Transparency and information exchange
  • UK property investment: non-residents

Tax efficient investments

  • ISAs
  • Venture Capital Schemes

Going digital

  • Making Tax Digital for business

We hope you find the planning suggestions set out in this guide useful:

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