The end of the tax year: 5 April reminders

As the end of the tax year nears, remember the 5 April is a multi-faceted deadline.

As the end of the tax year nears, remember the 5 April is a multi-faceted deadline.

In 2017, the tax year ends on Wednesday 5 April, over a week before Easter. The Budget is almost a month earlier (8 March), but that should not affect most tax year end actions. As a reminder, here are some of this year’s points to consider – and act on, if necessary – by
5 April:

If any of these strike a chord, do please talk to us: just because there is a deadline, does not mean you have to act.

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. The value of tax reliefs depends on your individual circumstances. Tax laws can change. The Financial Conduct Authority does not regulate tax advice.