Tax Year End Checklist – Have you made use of your 2022/23 Allowances?
- ISA allowance: £20,000pa
- Junior ISA allowance: £9,000pa
- Pension annual allowance: £40,000*pa (*or 100% of your earning and this allowance varies for higher rate tax payers and business owners.)
- Check your carry-forward pension allowance
- Check your pension lifetime allowance status (£1,073,100)
For more information on our tax planning services, please get in touch.