Year End Tax Planning

13 March 2026

Marriage/civil partnerships: income tax and personal allowance implications
The main income tax and personal allowance related issues connected with marriage and civil partnership

11 March 2026

Tax Year End: Dividends for business owners
Early dividends to avoid increased taxation

10 March 2026

Tax Year End: VCT Investment
Changes to VCT Tax Relief: act now to secure the higher rate... if appropriate

06 March 2026

Tax Year End: ISA and JISA
Tax Year End and Tax Year Stat ISA and JISA essentials

05 March 2026

Tax Year End: Anxiety and Regret
How to help your clients avoid TYE Anxiety and Regret

04 March 2026

Reducing exposure to the 45% rate
The 45% rate of tax. It should be a spur for affected couples to ensure they are taking full advantage of both of their allowances and lower rate tax bands, and all available reliefs

25 February 2026

Tax year end planning checklist for individuals - 2025/26 tax year
Suggested planning considerations for individuals for the end of the tax year

05 February 2026

Tax Year End Planning 2026
Tax Year End and Tax Year Start Planning essentials

23 January 2026

Multiple trust planning
Why advising your clients to use multiple discretionary trusts in their planning can save them money when it comes to calculating the ten yearly inheritance tax (IHT) charge. This is often referred to as the �Rysaffe� principle

13 November 2025

A reminder of some of the basic IHT planning points
Inheritance tax planning options. With the nil rate band frozen at �325,000, are your clients taking advantage of the inheritance tax planning options available to them?

05 November 2025

Maximising pension contributions before the end of the tax year - key points and case studies
The key things to consider when advising clients with end of tax year pension planning

25 September 2025

Tax planning with capital allowances and pensions
The use of capital allowances alongside registered pension schemes (including occupational pensions)

24 September 2025

Using pension contributions to reduce bond tax - a case study
Tax on chargeable event gains. How a pension payment, in certain cases, can reduce or eliminate the tax charge on a chargeable event gain

17 September 2025

CGT on property sales & EIS investments - a case study
The CGT on the sale of a UK residential property, by a UK resident, which must be paid within 60 days of completion of the contract. This needs to be taken into account when making EIS investments to defer the payment of CGT

17 September 2025

Making pension contributions to reduce CGT
How pension contributions can reduce CGT on capital gains

17 September 2025

Making pension contributions to reclaim the personal allowance
How effective tax relief of 60% or more can be obtained on pension contributions where clients are able to reclaim their personal allowance

15 September 2025

Pensions carry forward - a quick guide
The payment of pension contributions to maximise the current tax year�s annual allowance and to make full use of carry forward is an important consideration for higher and additional rate taxpayers