Tax Year End Planning: Investments

The Budget is on 18th March this year, with the tax year end on Easter Sunday (5th April). We look at some advanced planning for investments

This year’s Budget will take place within a fortnight of Parliament winding up ahead of the general election on 7 May. That means little time to pass legislation, so there may be another Budget (of some sort) after the election – as occurred in 2010. So when you’re undertaking year end planning for 2014/15, you also need to keep an eye on possible pre-election tactics, too.

Among the items to review on the investment front are:

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances. The value of tax reliefs depends on your individual circumstances. Tax laws can change. The Financial Conduct Authority does not regulate tax advice.