MHA Launch Year End Tax Planning Guide

MHA is pleased to announce the launch of the 2025/26 Year End Tax Planning Guide, that individuals can use in preparation for the end of the tax year.

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.