Guide: 7 allowances you might want to use before the end of the 2024/25 tax year

Category: Private Clients Posted on: February 11, 2025

When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help your money go further.

It’s important to understand which allowances fit into your financial plan and suit your goals. So, this guide could help you assess which allowances you might want to use before the current tax year ends. 

The guide explains the:

  1. ISA allowance
  2. Junior ISA allowance
  3. Dividend Allowance
  4. Capital Gains Tax Annual Exempt Amount
  5. Marriage Allowance
  6. Pension Annual Allowance
  7. Inheritance Tax annual exemption

Download your copy here: 7 allowances you might want to use before the end of the 2024/25 tax year to find out more now. 

If you have any questions about using allowances before the end of the tax year or managing your finances in the new 2025/26 tax year, please get in touch.

Refine your benefits strategy

Explore easy-to-apply insights and guidance to boost engagement, stay up to date, and optimise your employee benefits.

20 Oct 2025

Guide: Everything you need to know about the State Pension

Private Clients Read further
20 Oct 2025

Investment market update: September 2025

Private Clients Read further
20 Oct 2025

The Japanese wellbeing concepts that could improve your life

Private Clients Read further
20 Oct 2025

How the Labour government could change Stamp Duty in the Autumn Budget

Private Clients Read further
20 Oct 2025

£48,000 was lost to pension fraud every day in 2024

Private Clients Read further
20 Oct 2025

Trick or treat: The “tricks” a financial plan could help you avoid

Private Clients Read further
20 Oct 2025

Phasing into retirement: The flexible options you might consider

Private Clients Read further
16 Sep 2025

6 incredible UK restaurants with tasting menus you’ll remember

Private Clients Read further
16 Sep 2025

Don’t have a will? Here’s how your estate would be distributed under intestacy rules

Private Clients Read further
16 Sep 2025

What could a Labour wealth tax look like?

Private Clients Read further
16 Sep 2025

5 challenges a financial midlife MOT could help you overcome

Private Clients Read further
16 Sep 2025

How behavioural bias could affect your view of existing investments

Private Clients Read further
Ernest Grant Employee Benefits
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.