Episode 12: End of Tax Year Planning - The Great Tax Detective’s Playbook

Warren Shute and Paul Cleworth scrutinise every clue in this timely investigation of year-end tax planning. Like master sleuths hot on the scent, they bring to light strategies ranging from maximising ISA contributions and refining pension allocations to making the most of charitable donations. Each insight presented as a vital piece of evidence that can protect your financial well-being before the 5th of April tax deadline.

The game is truly afoot: by the final deduction, this engaging discussion equips you with the know-how to ensure your year-end tax approach stands on solid ground, proving that cracking the case of year-end taxes need not be left to chance.

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Chapters: 0:00 - Intro

6:22 - Tax Year End Planning

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Show Notes:

HMRC Tax Revenue Breakdown (2023-24)

https://assets.publishing.service.gov.uk/media/66a8ebc349b9c0597fdb0784/HMRC_annual_report_and_accounts_2023_to_2024.pdf

Projected Government Spending for 2024-25 (OBR Report)

https://obr.uk/forecasts-in-depth/brief-guides-and-explainers/public-finances/

Budget Deficit (2024-25) Forecast (OBR)

https://obr.uk/forecasts-in-depth/brief-guides-and-explainers/public-finances/

National Debt Figures (ONS Report, December 2024)

https://www.ons.gov.uk/economy/governmentpublicsectorandtaxes/publicsectorfinance/bulletins/publicsectorfinances/december2024

The Calculator Site - £500pm for 20 years at 6%:

https://www.thecalculatorsite.com/compound?a=0&p=6&pp=yearly&y=20&m=0&rd=500&rp=monthly&rt=deposit&rw=0&rwp=1m&rm=end&ci=monthly&cc=1&c=3&di=&wi=

Tin Cup (great golf film!)

https://www.imdb.com/title/tt0117918/

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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

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