Following the success of our previous episodes, HB Accountants is excited to announce Episode 3 of our podcast series: Year End Tax Planning Tips for Individuals. This installment is dedicated to helping individuals navigate the complexities of personal tax planning as the fisccal year draws to a close.
This episode, along with Episode 2 is particularly special as we have partnered with Hertford Regional College and their fabulous media students. Sofija Smirnova and Katie Lindsay have graciously edits this episode, showcasing their skills and passion for media production. Offering work experience to local students is something we value deeply and it has been a fantastic collaboration that highlights the importance of supporting young talent in our community.
Tune in and learn how to optimise your tax planning whilse supporting local students in their career development!
What to Expect in Episode 3
Here are the topics that our Tax Manager Amy Thompson and Tax Assistant Manager Sabrina McCarthy discuss in today’s podcast
Income Tax Thresholds & Allowance
Gift Allowance
Capital Gains Tax (CGT) Rate Changes
CGT Planning Tips
CGT Additional Strategies – reliefs on gifted assets
Pensions – Additional Benefit
Pension Contribution Limits
Pension Planning
Furnished Holiday Lets (FHLs) Upcoming Changes
FHL Last-Chance Planning
Tax-Efficient Investment Schemes – EIS/SEIS/VCT
ISA & Pension Allowances
Pension Planning
Inheritance Tax Planning & Gifting Money out of Income and Assets
What tax-saving opportunities exist for self-employed individuals?
Claiming business expenses: business mileage/travel/working from home expenses, safety clothing etc
Overlooked deductions or credits you should be aware of
Trading Allowance
Letting Allowance
Rent a room relief
Please remember that information shared in this podcast is for general information purposes only and does not constitute professional advice. While we aim to provide accurate and up to date insights, HB Accountants [and all of our guest experts] are not responsible for any actions taken based on this discussion. We would recommend always seeking advice suited to your specific financial or business circumstances.
We are thrilled to have you join as part of the HB community. Your support and engagement means a lot to us and we look forward to bringing you more insights and more discussions that will help you on your financial journey – until next time, take care and feel free to reach out if there is anything we can help you with.
The information contained above is for general guidance purposes only. Whilst every effort has been made to ensure the contents are accurate, please note that each individual has different circumstances and it is essential that you seek appropriate professional advice before you act on any of the information contained herein. HB Accountants can accept no liability for any error.
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