Your complete 2021/22 end of tax year guideNews
December 30th 2021
The 2021/22 tax year ends on Monday 5 April 2022. This is the date when many allowances reset, and it could be your last opportunity to make use of some of them.
Keeping track of how you’ve used your allowances can reduce your tax liability and help you boost your wealth. Reviewing your finances ahead of the tax year end could reduce the amount of tax you pay and improve your financial security in the future.
This guide covers seven allowances and exemptions you should consider making use of to ensure you’re ready for the new tax year:
- ISA allowance
- Marriage Allowance
- Pension Annual Allowance
- Dividend Allowance
- Capital Gains Tax annual exempt allowance
- Inheritance Tax annual exemption
- Gifts from your income.
Download your complete 2021/22 end of tax year guide to learn more about these allowances and exemptions. If you’d like help preparing for the end of the tax year, please contact us.
What our clients say
I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.
Trust and expertise were my key needs for re-establishing my financial portfolio following a divorce. The replacement life cover and complete evaluation of my pension goals were perfectly designed and implemented to suit my changed circumstances. Well done EBS!
Honest and comprehensive financial advice given with no pressure to buy any products. Reasonable fees for advice and ongoing costs. Very happy with the services given.
Many thanks for taking so much time to meet and discuss our retirement funding plans with us yesterday. The detail of the analysis was very impressive, and you and your staff are to be congratulated on a very professional job.
Our grateful acknowledgements are due for the advice and support proffered by the EBS team and everyone we met at entry, all very courteous, personable and a pleasure to meet.
The ‘Portfolio Report’ that EBS offers has made understanding and managing the family budget so much simpler. It gives a detailed summary and breakdown of our overall financial position, which is so helpful when cross-referencing it.
Thank you for your very comprehensive letter and schedules.... I must reiterate my thanks for all you have done for me.
Many thanks indeed to you and EBS for doing your very best for me. I know I am in safe hands with you. It really is very much appreciated!
I would also like to thank you all for the work in getting this organised for us. I know it has not been easy but I really appreciate it all.