Guide: 7 allowances to make use of before 5 April 2023

The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them.

Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could help you identify some allowances that could be right for you.

This guide explains how seven useful allowances work:

1. Marriage Allowance

2. ISA allowance

3. Dividend Allowance

4. Capital Gains Tax annual exempt amount

5. Pension Annual Allowance

6. Inheritance Tax annual exemption

7. Gifts from your income.

Guide

Download your copy to find out more. 

Get in touch

If you have any questions about your financial plan and which allowances make sense for you,
please get in touch via our Contact Us page.