End of tax year checklist – The Financial Resilience Hub

Find out everything you need to do BEFORE the end of the tax year.

Course Content

What are your sales and expenses to date?

Sales checklist before the end of the tax year

Purchasing checklist before the end of the tax year

Have you utilised all your personal allowance?

Thinking of buying any assets?

Looking to sell any assets?

Thinking about a dividend?

Thinking of topping up your pension?

Remember your ISA allowance

Workshop Recording

Workshop Slides

About Instructor

Helen

Helen Monaghan, is the founder of the Financial Resilience Hub and CEO of HM Finance Coaching & Advisory Ltd. Helen is a chartered management accountant with a second degree in psychology, who is passionate about empowering the business owner about money, tax and resilience.

38 Courses

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£24.96

Course Includes

11 Lessons

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