Year End Tax Planning Guide 2025/26

Making the most of tax reliefs and allowances while they are still available remains crucial. Our guide offers some advice on the principal opportunities you could consider and forms the basis of a good financial plan to complete the tax year.

Following the late November Budget, the government will be hoping that the mixture of increased spending and stealth taxes will begin to tip the balance in raising much needed revenue. For taxpayers, an extended freeze on tax thresholds will pull even more into higher brackets.

You should be looking for ways to make the most of your tax planning, income and investments in 2025/26. Packed full of useful advice on how to be tax efficient ahead of next year’s 6 April deadline, our guide to ‘Year End Tax Planning’ for 2025/26 is now available. Including examples, practical steps to help you reduce your tax bill for income tax and capital gains tax, how to use your pension contribution allowances and tax-efficiently make the most of your savings and more.

We include guidance and tips for individuals, employees, company directors and the self-employed. The essential core of tax planning for tax year end.

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