The 2024/25 tax year-end deadline is fast approaching on 5th April, which means time is running out to take advantage of the valuable allowances and tax-efficient opportunities available to you. Whether you’re looking to maximise your ISA contributions, top up your pension, or make tax-efficient gifts, acting before the deadline can help you save money and reduce your tax liabilities.
At Citrus Financial, we’ve put together a helpful factsheet that outlines the key tax allowances and steps you can take before the deadline. Download it now to ensure you’re making the most of the opportunities available to you.
Key Areas to Consider Before 5th April
- ISAs – Use your £20,000 allowance before it’s gone.
- Junior ISAs – Save for your child’s future with tax-free growth.
- Pension Contributions – Benefit from tax relief and grow your retirement savings.
- Inheritance Tax Gifting – Gift up to £3,000 tax-free each year.
- Capital Gains Tax Allowance – Use your £3,000 exemption before it resets.
Download Your Free Tax Year-End Factsheet
Want a clear, simple guide to help you take action before the deadline? Download our free factsheet now and make sure you don’t miss out on any allowances that could benefit you and your family.
If you’d like personalised advice on your tax planning options, get in touch with us today. We’re here to help you make the most of your money.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
For ISA’s Investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.
Taxation advice is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage planning Limited 12/03/2025
