With just over eight weeks left in the tax year, Leeds-based wealth manager The Private Office has revealed a set of tax planning tips to help clients.

1. Use your Capital Gains Tax (CGT) exemptions

Make sure to use any remaining CGT exemption for 2019-20 by making disposals by 5th April 2020, this can include transferring assets to a spouse or civil partner as a gift if they haven’t used their annual exemption.

2. Top up your ISA Allowances 

Investment income and growth within an ISA are tax-free and everyone has a £20,000 ISA allowance.

Indi...