End of Tax Year Checklist: 20 Things To Do Before 5 April episode artwork

EPISODE · Mar 18, 2026 · 18 MIN

End of Tax Year Checklist: 20 Things To Do Before 5 April

from The Making Money Simple Podcast · host Ryan King

Download the end-of-tax-year 20 question checklist here.Other things mentioned in this episode:Claim extra tax relief back - hereTax cliff YouTube video, if you earn more than £50,270 - here Thanks for listening! -----------------------------------------More Investing:📝 Get started with investing - I pulled together a 10-page guide, 1-page cheat sheet and 30-day email course (all for free) - ⁠⁠⁠click here⁠⁠⁠📕 Get my book Stop Waiting, Start Investing (available as a physical, digital and audiobook) - ⁠⁠⁠click here⁠⁠⁠-----------------------------------------⚠️ Disclaimers: I am not a financial advisor and this does not represent financial advice, it is for entertainment purposes only. Please seek professional advice to get the best information for your personal situation. When investing, your capital is at risk and you may get back less than invested. Past performance does not guarantee future results.-----------------------------------------📥 Get in touch - click here-----------------------------------------Timestamps:0:00 - 20 end of tax year questions1:32 - ISAs3:20 - Important Cash ISA point5:59 - Pensions7:43 - Important action: tax relief9:38 - Biggest change: dividends11:24 - Capital gains tax (and bed & ISA)13:45 - Inheritance tax14:16 - Limited company directors15:32 - Most important reminder

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End of Tax Year Checklist: 20 Things To Do Before 5 April

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