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What are the key actions to consider before the end of the tax year?


With the end of the tax year approaching, reviewing your position early can help ensure key reliefs and allowances are not overlooked and that your arrangements remain aligned with your wider financial plans. Explore our interactive Tax Planning Guide, highlighting key priorities for individuals and business owners, from year-end actions to forward planning for 2026/27.

 

In this guide, our experts highlight and explore: 

  1. Income Tax Planning in 2026 
  2. How to get the most from your pension in 2026 
  3. Inheritance Tax | A comprehensive overview for individuals and families planning ahead 
  4. The Importance of Tax Efficient Investments in 2026 
  5. Understanding Capital Gains Tax in 2026 
  6. International Tax | Navigating the UK tax landscape with confidence, for internationally connected individuals 
  7. Making Tax Digital | What do landlords and self-employed individuals need to know? 
  8. Business and Corporation Tax Planning in 2026

Explore the Year End Tax Planning Guide here.

 

Get in touch 

With the end of the tax year approaching, now is the ideal time to take stock of your tax position. 

If you need further advice and practical guidance on any of the tax planning considerations, including forthcoming changes to tax rates and allowances, and how any of the points covered relate to your own circumstances, please contact your usual MHA adviser or contact us here

Advice should always be sought from a suitably qualified Independent Financial Advisor before acquiring assets or disposing of them.

 

ENDS

 

Media enquiries, please contact:

Marco Giannini, Regional PR Manager, marco.giannini@mha.co.uk

 

About MHA

MHA is the UK member firm of Baker Tilly International and an AIM listed company. Ranked as the 11th largest accountancy group in the UK and Republic of Ireland, it reported a turnover of £224m (FY2024/2025), with over 2300 staff, 150 partners, and operates from 30 offices across England, Scotland, Wales, Ireland, South East Europe and the Cayman Islands.

 

MHA is an independent member firm of Baker Tilly International, the world’s 8th largest global network of independently owned and managed accountancy and business advisory firms, with revenues of $7bn and 43,515 people operating across 143 territories.*

 

*Based on the 2024 IAB World Survey, adjusted for 2025 revenue rate.

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