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We help you make strategic decisions, achieve your long-term objectives, reduce costs and grow your bottom line, whilst also keeping you fully compliant with the latest tax obligations.

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Tax Compliance

Year-end tax planning guide 2022/2023

Year-end tax planning guide 2022/2023

After a fiscally turbulent year – including September’s mini-budget which Rishi Sunak’s new government rapidly unpicked – tax rises, both overt and stealthy, are the order of the day.

The 1.25% social care levy that was set to be introduced in April 2023 will not be implemented, nor will dividend tax rates benefit from this 1.25% reduction. Instead, from 6 April 2023, the additional rate threshold will be reduced to £125,140, the dividend allowance is down to £1,000 and the capital gains tax (CGT) annual exempt amount will fall to £6,000.

It is now more important than ever to make the most of tax reliefs and allowances while they are still available. In this guide, we offer our advice on the principal opportunities you can consider and suggestions for forming a good financial plan to complete the tax year.

With ideas affecting income and investment, for couples, company directors and employees, and those who are self-employed – our guide includes something for everyone.

If you would like further advice on any of the topics we cover, or to discuss how they may affect your individual circumstances, please speak to a member of our tax team today by emailing