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9 Things to Do Before the End of the Tax Year

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Manage episode 404908022 series 3302490
Content provided by PensionCraft. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PensionCraft or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With just one month until the end of the UK tax year, it’s time to review our family finances, make the most of our annual allowances and optimise our investments. And in today’s Dumb Question of the Week: What is 'bed and breakfasting’?

Thanks to Freetrade for sponsoring this episode.

Get a free share worth between £100 and £2,100 when you open & top up, or transfer an ISA and/or SIPP. Head over to Freetrade.io/transfer. New and existing customers. Min £10k investment. Annual subscription required. Limited time offer.

Capital at risk. ISA and SIPP eligibility, tax rules and T&Cs apply. Free share value varies on the amount topped up or transferred. Ends 5 April 2024.

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Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

  continue reading

139 episodes

Artwork
iconShare
 
Manage episode 404908022 series 3302490
Content provided by PensionCraft. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PensionCraft or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With just one month until the end of the UK tax year, it’s time to review our family finances, make the most of our annual allowances and optimise our investments. And in today’s Dumb Question of the Week: What is 'bed and breakfasting’?

Thanks to Freetrade for sponsoring this episode.

Get a free share worth between £100 and £2,100 when you open & top up, or transfer an ISA and/or SIPP. Head over to Freetrade.io/transfer. New and existing customers. Min £10k investment. Annual subscription required. Limited time offer.

Capital at risk. ISA and SIPP eligibility, tax rules and T&Cs apply. Free share value varies on the amount topped up or transferred. Ends 5 April 2024.

---

Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

---

Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

---

Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

  continue reading

139 episodes

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