As we approach the end of the tax year, it’s a good opportunity to review your finances to identify any steps that are worth taking before the year ends.
Forward planning now can help ensure allowances and reliefs aren’t missed and that you’re well placed for the year ahead.
This guide covers tax planning guidance for property owners, private client tax and employers, highlighting areas that are often overlooked as well as upcoming changes worth being aware of.
Whether you’re managing rental income, reviewing personal tax affairs or planning ahead for your workforce, it’s designed to offer clear, practical insight and help you make informed decisions with confidence.
Private Client Tax
Find out more about reliefs and planning opportunities for your private wealth including:
- Income Tax Planning
- Investments
- Boosting state pension
- Capital Gains Tax Planning
- Business Asset Disposal Relief (BADR)
- Main residence and multiple homes
- Inheritance Tax
- Residency and domicile
- Making Tax Digital
Business Owners
As a business owner, it is important to consider the reliefs and planning opportunities such as:
- Profit Extraction for Limited Companies
- Maximising Capital Allowances
- Business Asset Disposal Relief (BADR)
- Making Tax Digital for Income Tax
- Preparing for Inheritance Tax changes
- Trading vs Investment
Property Tax
Find out about the reliefs and planning opportunities for your property investments, including:
- Company Owned Residential Property
- Stamp Duty Land Tax
- Property Capital Allowances
- Property VAT Planning
- Property Incorporation and Portfolio Restructuring
- Making Tax Digital for property landlords
Employers
As an employer you can find useful information regarding opportunities to review your payroll processes, such as:
- PAYE and payroll
- Share incentives and equity rewards
- Apprenticeship levy and workforce planning
- Off-payroll working (IR35)
- Employment status and self-employed engagements
- Salary sacrifice
- National Minimum Wage
- Termination payments
- Benefits and expenses
- Employment allowance
Explore everything in one place
Download our full 2025/2026 Year End Tax Planning guide for a clear, helpful overview, designed to make year end tax feel a little easier.
Meet our Tax team
Our Services
Accountancy & Advisory
Our accountancy & business advisory services are tailored to your company’s needs. We give your business actionable insights and practical advice to elevate your company, and help you reach the next level.
Digital Solutions
Adopting cloud-based solutions for accounting, stock control, collaboration, HR, and marketing can automate work, enhance efficiency, and save costs for businesses integrating technology.
Audit Services
We can adapt to meet all your auditing needs, from statutory to interim and heavily bespoke audits. We aim to remove this pressure with minimum disruption to your everyday business.
Tax & Planning
Our tax planning services help minimise tax liabilities while ensuring compliance with laws and regulations. We assist with basic tax compliance to complex issues like Group Restructuring.
Corporate Finance
Whether you require support for an MBO, business valuation or are looking to exit your business, our team combine significant accounting, banking and taxation expertise to support you through the process.
Payroll
We deliver the feel of a personal in-house payroll function in an accessible and down-to-earth way.
Our services help employers improve efficiency, accuracy and performance, allowing you to focus on making the right business decisions for your company.
