The checklist asks a short series of questions to help you spot opportunities you might be missing.
TaxAbility has been researched and written by Chartered Accountants and Chartered Tax Advisers. We keep it up to date with the latest rules, but please get professional advice before acting on your answers.
Most questions are about tax, though a few touch on wider personal and financial planning.
As you go, ask yourself:
Have you spoken to your accountant about this?