---
title: "The Tax Year End is the ideal time to review your financial plans and tax situation"
url: https://www.philandersonfinancial.co.uk/the-tax-year-end-is-the-ideal-time-to-review-your-financial-plans-and-tax-situation/
description: "Below is a list which sets out some of the things you need to be thinking about at this time of year – Have you used up your Individual Savings Account…"
updated: 2014-03-24
publisher: Phil Anderson Financial Services (FCA 631218)
---

# The Tax Year End is the ideal time to review your financial plans and tax situation

Below is a list which sets out

some of the things you need to be thinking about at this time of year –

Have you used up your Individual Savings Account (ISA) allowance for the year?

Have you reclaimed tax relief on Pensions contributions if you are a high rate taxpayer?

Have you utilised your Capital Gains Tax (CGT) exemptions?

Are you utilising Inheritance Tax (IHT) exemptions?

Do you need to complete a tax return?

Have you reviewed your pensions contributions?

If you would like more information on any of the areas above please contact us on either 01224 900879 or 01358 268166

> “What you did for us took all the worry away and answered all the questions.” (Katrina, Orkney)

[Speak to an adviser](#enquiry)

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