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Year-end tax planning for individuals
Andre
LB
Laura Burrows
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Lignende mindmaps
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Year-end tax planning for individuals
af
Laura Burrows
1. [Pensions](https://library.croneri.co.uk/po-heading-id_uu6DNqzMQUKr-kbIdA8UcA)
1.1. Pension contributions
1.2. Pension flexibilities
2. [Charitable giving](https://library.croneri.co.uk/po-heading-id_OvXsPj9h0Eu_AABdZifMdA)
2.1. Gift aid
2.2. Disposal of qualifying investments
3. [Inheritance tax](https://library.croneri.co.uk/po-heading-id_iovcimj2eEG5lap0pbxd-w)
3.1. General IHT planning
3.2. Wills
4. [Savings and investments](https://library.croneri.co.uk/po-heading-id_PrEkRdYUl0WRapkaFMHv0g)
4.1. Savings and dividence income
4.2. ISAs
4.3. Tax-favoured investments
4.4. Life insurance policies
5. [Capital gains tax](https://library.croneri.co.uk/po-heading-id_v1WklfN2HEaiilpsEieZ2Q)
5.1. General CGT planning
6. [Planning ahead](https://library.croneri.co.uk/po-heading-id_t0yuSEK7L0-FxXek0vKffw)
6.1. Future tax changes
7. [General approach](https://library.croneri.co.uk/po-heading-id_EOILd6Kn7kygVY0A5okrdg)
7.1. Use of personal allowance
7.2. Scottish and Welsh taxpayers
7.3. Spouse/civil partners
7.4. Children
7.5. Compliance
8. [Property income](https://library.croneri.co.uk/po-heading-id_yYtHNbbHtk-dkw-KQ4pHaA)
8.1. Property businesses
8.2. Property allowance
8.3. Rent-a-room relief
8.4. Furnished holiday lettings
9. [Earnings](https://library.croneri.co.uk/po-heading-id_jIL3yJlIOE6HN3WXB9i6-A)
9.1. Bonuses
9.2. Benefits in kind
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