Get ahead of the tax year end
Everything you need to check in with your taxes, make the most of your allowances and look ahead to changes you may need to make from April 2026 onwards
This Tax Year End Checklist has been prepared by Perspective (North East) Limited, who are on hand to advise you on any of the areas covered in this guide.
Tax Year End Check List
The end of the tax year isn’t just an administrative deadline, it’s an opportunity.
A natural moment to pause, check what allowances you’ve used and make sure you’re not missing opportunities that disappear once the new tax year begins.
What’s inside
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Capital Gains Tax Strategy
With the exemption holding at just £3,000 for 2025/26, learn how to spread disposals effectively to manage liabilities
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Pension Planning
Understand the significant shift coming in April 2027, where unused pension pots will be included in your estate for Inheritance Tax purposes
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Dividend Changes
Prepare for the tax rate increases arriving in April 2026, with higher rate taxpayers facing a rise to 35.75%
Preparing for the 2026 and beyond
The guide also covers significant confirmed changes that may affect your long-term planning:
- Dividend Tax Increases (April 2026)
- Pension & IHT Shift (April 2027)
- Agricultural & Business Relief (April 2026)
Ready to start your financial planning journey?
Having read this guide, if you feel you would like to better understand how a financial adviser can help you to not only navigate tax year end effectively but to work with you on a long term basis to help support your financial goals, simply fill in the enquiry form below.
We offer a free, no obligation, initial appointment.