View from the Bridge

The 8 Stages of Tax Year End – April 2019

Happy New Tax Year!!
Welcome to 2019/20 and all that entails.

Firstly, congratulations for surviving tax year end. Hopefully you all got all your allotments made, certificates sent and tax reliefs awarded before the clock struck midnight.

2018/19 was a big year, with the Patient Capital Review for tax-advantaged investments introducing some significant changes. As we step into 2019/20, we have drawn together some New Tax Year Resolutions, to help you get through the next 12 months. In the interests of keeping your resolutions manageable and realistic, we have restricted ourselves to a single resolution – one each for investors, advisers and product providers:

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Investment Advice

Investment Analytics

Joanne Job

Managing Director - Head of Research

Alternative Investments

Tax-Advantaged Investments

Lauren Radford

Head of Business Management (Tax-Advantaged Investments)