A few weeks ago, I addressed the topic of year-end personal finance planning, with a specific focus on pension contributions and tax relief.
There are, however, several additional considerations that partners should also bear in mind as this tax year winds down and planning for the tax year ahead becomes a top priority.
Holding cash, shares and rental property
One key element of any partner’s financial planning should include examining ways to hold cash and share savings more tax efficiently in the future.
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