Mercury Wealth Management

What it is

We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning.

Why it matters to you

These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive.

Article

5th January 2023

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

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:

Marriage Allowance
ISA allowance
Dividend Allowance
Capital Gains Tax annual exempt amount
Pension Annual Allowance
Inheritance Tax annual exemption
Gifts from your income.

Download your copy of ‘The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023’ to find out more.

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

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Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited