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Create a secure financial future for you and your family.

February 2022 


Our Guide to Year End Tax Planning 2021/22

After another unprecedented year of the continued COVID-19 pandemic and an uncertain economy, it’s important to keep up with any tax changes that could affect your tax position in the future. Taking action now before 5th April could potentially save you thousands of pounds.

The UK tax system is notoriously complex, but the benefits of structuring our finances tax efficiently can be significant. We’ve provided a summary and some key tax and financial planning areas that may be appropriate to certain tax payers and should be considered prior to the end of the tax year on Tuesday 5th April 2022.

Identifying any tax planning opportunities 

Personal circumstances differ, so if you have any questions or if there is a particular area you are concerned about, please do not hesitate to contact us. If you have not done so already, take the time to carry out a review of your tax and financial affairs to identify any tax planning opportunities and take action before it’s too late.


Call us today on 01473 408422 or email and we can advise you through the process to ensure you are making informed decisions and able to maximise the potential from your investments/finances.

Money doesn’t have to be complicated. Whatever your needs and aspirations, we can help you enjoy today while planning for tomorrow. If you require any further information or would like to start a conversation – please contact us.

Woodward Markwell Independent Financial Advisers

If you require any further information or would like to speak with us directly – please contact us.