Guide to year end tax planning 2025/26

March 17, 2026

As the 5 April deadline approaches, many individuals overlook valuable opportunities to arrange their finances more tax-efficiently.

This guide offers clear, practical insights into key areas of personal taxation, helping you understand the strategies you can implement to potentially reduce your tax liabilities and make your money work harder for you.

Inside, we will cover a range of topics, from making the most of your pension and ISA allowances to strategic planning for Capital Gains Tax and Inheritance Tax. We will also discuss the benefits of charitable giving and provide a checklist of final actions to consider before the end of the tax year.

The aim is to equip you with the knowledge to make informed decisions. However, it is crucial to remember that personal finance is complex and that individual circumstances vary significantly. This guide serves as an introduction, not a substitute for tailored professional advice.

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