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As we approach the end of the 2025/26 tax year, it’s a good time to pause and review your financial position. With ongoing changes to allowances, thresholds, and reliefs, proactive planning has never been more important. Taking action before the tax year-end can make a meaningful difference to your overall tax position and long-term financial strategy.
To help you navigate this, we’ve created our Personal Tax Year-End Planning Guide 2026. Inside, you’ll find a clear, practical overview of key areas including pensions, ISAs, capital gains tax, inheritance tax, and upcoming legislative changes, along with a helpful checklist of actions to consider before 5 April.
