2018/19 year-end strategies

As the end of the tax year draws closer, it is important to review your financial planning strategies. By taking action before the year end, you can ensure that your affairs are as tax-efficient as possible.

The following year-end tax planning guide considers some tax-efficient planning strategies that you might wish to implement before 5 April 2019. These may include:

  • making the most of tax-efficient savings and investments
  • estate and inheritance tax planning strategies
  • making the best use of capital allowances
  • extracting profit tax-efficiently

For more information on how we can help with tax-efficient planning, please get in touch with your usual BKL contact or use our enquiry form.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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