5 Tax Year-End Tips: Save Yourself Thousands!

As the end of the tax year approaches, your annual allowances are about to reset – and any you haven’t used will be lost. In this episode, James Corcoran and Jack Dudley focus on the practical steps you can take now to make the most of pension contributions, ISA allowances and Capital Gains Tax exemptions before 5 April. From boosting your pension with valuable tax relief, to maximising your £20,000 ISA wrapper, they explain how a few timely decisions could save you thousands in tax and keep more of your wealth where it belongs – with you, not HMRC. Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing. Lumin is authorised and regulated by the Financial Conduct Authority.