The countdown is on to the new tax year, but will you be paying more tax than necessary?

This year brings a number of important tax changes, including frozen thresholds, higher dividend tax, new Making Tax Digital requirements, reforms affecting property income, updates to venture capital reliefs and further developments in Inheritance Tax planning.

The run-up to 5 April 2026 is the perfect time to check that your business and personal finances are structured as efficiently as possible.

To help you prepare, we’re sharing our free Year-End Tax Planning Guide 2026.

What’s inside the guide?

The guide outlines planning ideas for business owners, companies, families and individuals, covering:

• Planning issues for companies and business owners
• Profit extraction and directors’ loan account considerations
• Tax-efficient business motoring and property matters
• Pension planning, Gift Aid and family-related tax issues
• Investing tax efficiently and managing capital taxes
• Inheritance Tax developments, including changes to reliefs and pensions
• A year-end checklist to help prioritise key actions before 5 April 2026

Speaking to us well before the tax year ends can help ensure you make the most of the options available.

If you would like to discuss your position or arrange a year-end review, please get in touch with our team.