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Tax Planning Checklist

Happy New Tax Year! Start strong with our free Tax Planning Checklist

The new tax year is here – are you ready to make the most of it?

Whether you’re looking to maximise savings, protect your family wealth, or get your business on the front foot, now is the perfect time to review your tax strategy.

Our free Tax Planning Checklist gives you a head start with practical, expert tips tailored to individuals, families, and business owners.

Cut your tax bill. Avoid nasty surprises. Plan with confidence.

Download your checklist now

Why tax planning matters

Tax planning is the best way to maximise your financial efficiency, protecting your wealth, and ensuring you’re not caught out by missed allowances or changes in legislation. With the right planning in place, you can:

  • Reduce your overall tax liability
  • Take full advantage of available allowances and reliefs
  • Avoid unexpected tax bills
  • Keep your business or personal finances aligned with your goals

Whether you’re reviewing your tax strategy for the first time or want to sense-check your approach, our checklist offers a helpful starting point.

Read the checklist to learn more

What’s inside the checklist?

Our tax planning checklist is designed to give you a clear overview of the most important areas to consider at the start of the new tax year. Topics covered include:

  • Inheritance Tax planning – including lifetime gifting, use of nil rate bands, and planning for family wealth transfer
  • Pension contributions and tax relief – ensuring you’re making the most of annual allowances and avoiding charges
  • Income Tax – how to manage your income across tax bands and make use of personal allowances
  • Capital Gains Tax – reviewing your assets, using annual exemptions wisely, and timing disposals
  • Dividend income – understanding the reduced dividend allowance and how to plan distributions effectively
  • Use of losses – both capital and trading losses, and how these can be offset
  • Business tax planning – including Corporation Tax changes, R&D reliefs, and investment incentives
  • Family tax planning – spreading income and utilising allowances across family members
  • Charitable donations – and how they can be used to reduce your tax bill

As well as key information on planning ahead for the next Self-Assessment deadline!

Get your checklist for free

Download your tax planning checklist

Our free checklist is packed with practical advice from our expert tax advisers and is suitable for individuals, families, and business owners alike.

Download the checklist now

If anything in the checklist raises questions or if you would like tailored advice, we’re here to help.

Get in touch

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020 8458 7427
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