As the countdown to the end of the 2017/18 tax year begins in earnest, it is worth recapping the planning opportunities available for the taking before 5 April.

    Sanlam has produced a checklist for advisers to use over the coming weeks with their UK resident clients, including the actions advice firms may want to take now and the tax planning issues to consider.

    The round-up spans the tax changes, allowances and gifting rules financial planners need to consider for 2017/18 across pensions, investments, capital gains tax and income tax.

    It also includes a section on inheritance tax (IHT) and the various ways gifting can help reduce a client's IHT bill, as well as what advisers need to consider in relation to both corporation tax and non-domiciled individuals.

    To download Sanlam's tax year end planning checklist, click here
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