Description

As another tax year closes, it's important that we finalise our plans in order to make sure we reduce our tax bill where possible. In this episode, Tony talks you through the twelve ways in which you can make sure your affairs are in order.

KEY TAKEAWAYS

• Reviewing your tax affairs at the beginning of the year will allow you the breathing space to make any allowable deductions available in order to minimise and mitigate your tax bill.
• Identify any tax planning opportunities. Personal circumstances differ, so it's always best to seek the help of an expert where possible.
• Transfer part of your personal allowance to your spouse. Married couples and civil partners are permitted to share ten percent of their personal allowances between them.

BEST MOMENTS

'Protect your family, Protect your wealth. Protect your future'

'Live for today, invest for tomorrow'

VALUABLE RESOURCES

Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth  

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ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

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