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Villars Hayward LLP
Boston House, Boston Road
Henley-on-Thames RG9 1DY

Tel: 01491 411077   Fax: 01491 410199

Year End Checklist

Consider ways of improving cash collection

Plan to minimise the tax take, including VAT and capital gains tax

Talk to my accountant about ways to extract profits from my business at the smallest tax cost

Claim capital allowances for expenditure on business equipment

Put in place a tax-efficient gifting strategy

Find out how the timing of dividends and bonuses could reduce or defer tax

Make the most of my 2008/09 ISA allowance

Find out the impact of accelerating disposals into the current financial year or deferring them into the next

Review my pension arrangements

Make sure I am offering tax-efficient staff remuneration packages

Review my estate plan

Make sure I avoid overvaluing stock and work in progress

Make sure I send my business and personal records to my accountant in good time

Talk to my accountant about these and any other issues relating to my business, tax and personal financial situatio


This guide is merely a starting-point, designed to help you identify areas that might have a significant impact on your tax planning.

Please keep us informed of your plans and consult us early for help in taking advantage of tax-saving opportunities and tax-efficient investments. We are always pleased to discuss matters with you and advise in any way we can.