With the Brexit process rumbling on, Making Tax Digital coming into force, and Easter around the corner, now is the time to put your financial plans in place for 2019/20.

The way you receive an income, and the rates and allowances that apply, should be at the front of your mind. In addition, reviewing how your savings are performing is always a must-do in terms of maximising tax efficiency. We take at look at the following areas:

  • Income – dividends, capital gains, extra and foreign income
  • Savings – personal savings allowance and ISAs
  • Family tax planning – marriage allowance, inheritance and the family home
  • Pensions

Read our article to see what you need to know for 2019/20.