Year-end tax planning for individuals

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Year-end tax planning for individuals by Mind Map: Year-end tax planning for individuals

1. [Pensions](https://library.croneri.co.uk/navigate-taxi/po-heading-id_uu6DNqzMQUKr-kbIdA8UcA)

1.1. Pension contributions

1.2. Pension flexibilities

2. [Earnings](https://library.croneri.co.uk/navigate-taxi/po-heading-id_jIL3yJlIOE6HN3WXB9i6-A)

2.1. Bonuses

2.2. Benefits in kind

3. [Charitable giving](https://library.croneri.co.uk/navigate-taxi/po-heading-id_OvXsPj9h0Eu_AABdZifMdA)

3.1. Gift aid

3.2. Disposal of qualifying investments

4. [Inheritance tax](https://library.croneri.co.uk/navigate-taxi/po-heading-id_iovcimj2eEG5lap0pbxd-w)

4.1. General IHT planning

4.2. Wills

5. [Savings and investments](https://library.croneri.co.uk/navigate-taxi/po-heading-id_PrEkRdYUl0WRapkaFMHv0g)

5.1. Savings and dividence income

5.2. ISAs

5.3. Tax-favoured investments

5.4. Life insurance policies

6. [Capital gains tax](https://library.croneri.co.uk/navigate-taxi/po-heading-id_v1WklfN2HEaiilpsEieZ2Q)

6.1. General CGT planning

7. [Planning ahead](https://library.croneri.co.uk/navigate-taxi/po-heading-id_t0yuSEK7L0-FxXek0vKffw)

7.1. Future tax changes

8. [General approach](https://library.croneri.co.uk/navigate-taxi/po-heading-id_EOILd6Kn7kygVY0A5okrdg)

8.1. Use of personal allowance

8.2. Scottish and Welsh taxpayers

8.3. Spouse/civil partners

8.4. Children

8.5. Compliance

9. [Property income](https://library.croneri.co.uk/navigate-taxi/po-heading-id_yYtHNbbHtk-dkw-KQ4pHaA)

9.1. Property businesses

9.2. Property allowance

9.3. Rent-a-room relief

9.4. Furnished holiday lettings