9 Things to Do Before the End of the Tax Year episode artwork

EPISODE · Mar 6, 2024 · 35 MIN

9 Things to Do Before the End of the Tax Year

from Many Happy Returns

With just one month until the end of the UK tax year, it’s time to review our family finances, make the most of our annual allowances and optimise our investments. And in today’s Dumb Question of the Week: What is 'bed and breakfasting’? Thanks to Freetrade for sponsoring this episode. Get a free share worth between £100 and £2,100 when you open & top up, or transfer an ISA and/or SIPP. Head over to Freetrade.io/transfer. New and existing customers. Min £10k investment. Annual subscription required. Limited time offer. Capital at risk. ISA and SIPP eligibility, tax rules and T&Cs apply. Free share value varies on the amount topped up or transferred. Ends 5 April 2024. ---Get in touch 📧 [email protected] 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---Disclaimer This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice. Copyright 2026 Many Happy Returns

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9 Things to Do Before the End of the Tax Year

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