EPISODE · Feb 18, 2025 · 5 MIN
Tax Year End Planning 2024/25
from clarityON
With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast, Francisca (Kika) Ferreira is joined by Naomi Kewell, a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline.Key topics covered:Maximising pension contributions and tax reliefUsing ISAs to build a tax-efficient investment portfolioCapital Gains Tax strategies to minimise liabilityHigher-risk investments like VCTs and EIS – are they right for you?Resources:Read our full Tax Year-End GuideListen to our January episode on VCTs & EISNeed personalised advice? Book a free consultation at clarityglobal.comTune in to gain practical insights and ensure you’re making the most of the opportunities available before the tax year closes! Don’t forget to subscribe, leave us a review, and stay tuned for our next episode. Our WebsiteBook Your Free Consultation InstagramLinkedInFacebookYouTubePerformance Disclaimer:Past performance is not an indication of future performance. The value of your investments can go down as well as up.Legal Disclaimer:Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.Please contact your financial adviser if you require further support or assistance with any of the topics raised.
What this episode covers
With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast, Francisca (Kika) Ferreira is joined by Naomi Kewell, a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline. Key topics covered: Maximising pension contributions and tax reliefUsing ISAs to build a tax-efficient investment portfolioCapital Gains Tax strategies...
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Tax Year End Planning 2024/25
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