Year End Tax Review 2026
We recommend you undertake an annual review of your financial affairs to check that you are not paying more tax than you need to and whether the structures you set up in the past are still appropriate. Between now and the end of the tax year (5 April 2026) is a good time to assess whether you have claimed all the relevant allowances and are as well defended against high tax charges as you can be.
Of course, the personal circumstances of each individual must be taken into account in deciding whether any particular plan is suitable or advantageous – but our downloadable Review may give you some insights and ideas. We are happy to discuss them with you in more detail.
Some of the articles featured in our Review include:
For companies and business owners
Planning issues for companies
Profit extraction planning points
Dealing with directors’ loan accounts
Unincorporated business matters
Plan for tax efficient business motoring
Property matters
The family business
For families, couples and individuals
Tax rates and allowances
Tax and the family
Where Gift Aid fits in
Pension planning
High Income Child Benefit Charge and Tax-Free Childcare
Investing tax efficiently
Capital taxes
Year end checklist
