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Personal Tax Planning 2022 - 23
Name
Name
First
Last
Were you a UK tax resident during the tax year? (06 April 2023 to 05 April 2024)
Did you receive any other personal income in the period 06/04/23 to 05/04/24? (Other than the salary and dividends you received from your company that we are acting as the accountants for) e.g. salary from another employment, taxable rental income, taxable self-employed income or interest
Other earnings (e.g. rental profits, permanent salary, self-employed, etc)
Have you made any pension contributions from your personal bank account?
(This does not include any pension contributions made by your employer or pension contributions paid directly from a Ltd company that you are a director/shareholder of)
(Please exclude all pension contributions made by your employer or pension contributions paid directly from a Ltd company that you are a director/shareholder of)
Did you receive any child benefits in the period 06/04 to 05/04?
(This will assist us to help you not go over the £50k threshold)
Would you like to LIMIT your total earnings to the higher earnings threshold and not let it exceed the higher tax bracket?
Did you made contributions made to gift aid in the period 06/04 to 05/04?
Do you have a spouse/civil partner whose total earnings are less than £50k per year?
Do you have children aged 13 years and over?
Is there a chance you might be closing your limited company in the next 12 months?