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The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

athertonyork
Dec 29, 20221 min read

The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them.


Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could help you identify some allowances that could be right for you.


This guide explains how seven useful allowances work:

  1. Marriage Allowance

  2. ISA allowance

  3. Dividend Allowance

  4. Capital Gains Tax annual exempt amount

  5. Pension Annual Allowance

  6. Inheritance Tax annual exemption

  7. Gifts from your income.


If you have any questions about your financial plan and which allowances make sense for you, please get in touch.


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Atherton York Limited
10 Station Parade
Cockfosters Road
Barnet
EN4 0DL
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Tel: 0208 882 2979
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To find out more about the services we offer or for a free, initial no obligation meeting please call 0208 882 2979 or email info@athertonyork.co.uk or use the contact form below.

Our office is on the right next to the Blue Olive restaurant as you drive along the high street heading north towards the M25. There is pay and display parking right outside the front door and we have disabled access.

 

We are also a 5 minutes walk from Cockfosters Tube Station which is on the Piccadilly line. Turn left when you exit the tube and walk down the road, you will see us in the first main parade of shops on the left. The nearest bus stops are outside the tube for the 299 and 298.

Directions & Parking

Atherton York Limited, Registered in England and Wales, Number: 8448380, Registered Address: 10 Station Parade, Cockfosters Road, Barnet EN4 0DL. Atherton York Limited is authorised and regulated by the Financial Conduct Authority. FCA Register Number: 740345. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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