Tax Planning Season

We are rapidly nearing the end of the financial year. This is the time to ensure that the current year’s tax planning is in order: we can’t change things retrospectively. It is also the time to plan ahead for the coming year(s). Proper tax and financial planning doesn’t happen automatically and circumstances may have changed without us knowing. It would be a good idea to book a review meeting in the next 2 months, especially if we haven’t discussed your financial affairs for some time.