With 5th April 2026 fast approaching, now is the ideal time to review your personal and business finances to ensure everything is structured as tax‑efficiently as possible. Acting early helps you make the most of available allowances and reliefs and avoid missing key deadlines.
James Cowper Kreston’s 2025/26 Year-End Tax Planning Guide sets out the essential steps to take before 5 April. Here’s a brief summary of the key actions to consider:
- Businesses: maximise deductions, claim capital allowances, check loss‑claim deadlines, review R&D eligibility
- Business owners: review remuneration, dividends and directors’ loan accounts, assess Business Asset Disposal Relief
- Individuals & families: use allowances and ISA limits, review pensions, manage the child benefit charge, update wills ahead of IHT changes
If you would like to discuss how any of these points apply to you or your business or personal circumstances, please contact a member of James Cowper Kreston’s Private Client Services team here https://www.jamescowperkreston.co.uk/private-client-services-team/
To view the 2025/26 Year-End Tax Planning guide, please click here
