Prepare for the UK tax year end with our planning guide

The run up to the end of the tax year is an important opportunity to check that your finances are structured as efficiently as possible.

Whether you are a business owner, property investor or planning for your family’s future, taking action before 5 April 2026 could help you make full use of available tax reliefs.

Our tax and wealth management experts have put together a Year End Tax Planning Guide for 2026/27, designed to support clients with practical planning points.

The guide covers important areas including:

• company and profit extraction planning

• directors’ loan accounts and dividend strategy

• Making Tax Digital for Income Tax from April 2026

• pension contributions and tax-efficient investment planning

• property and capital tax considerations

• family business and succession planning

You can download our guide by simply filling the form below.