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It’s the Most Tax Efficient Time of the Year! Or is it?

If you are worried about inheritance tax, Christmas presents (along with birthday presents) count as exempted gifts so therefore should not count towards your estate, according to our friends at gov.uk

If you’re thinking about making a pension contribution and fill your tax returns in for the end of January then this may be the ideal time for you to do so.

There are however other claims on the title of most tax efficient time of the year such as the end of March as it is also the tax year end for both ISAs and pensions.

If you are thinking about how to be more tax efficient and need some guidance, we have a helpful tax relief calculator tool on our website. You can also call us on 0300 123 1047 or talk to us on our live webchat.

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