Year End Tax Planning

11 September 2026

Tax planning with capital allowances and pensions
The use of capital allowances alongside registered pension schemes (including occupational pensions)

25 August 2026

Case study - where do you start with IHT planning for clients?
When you discover that your clients have grown their wealth over their nil rate bands, where to start with their inheritance tax (IHT) planning

10 June 2026

Using pension contributions to reduce bond tax - a case study
Tax on chargeable event gains. How a pension payment, in certain cases, can reduce or eliminate the tax charge on a chargeable event gain

09 June 2026

Maximising pension contributions before the end of the tax year - key points and case studies
The key things to consider when advising clients with end of tax year pension planning

05 June 2026

Making pension contributions to reduce CGT
How pension contributions can reduce CGT on capital gains

05 June 2026

Making pension contributions to reclaim the personal allowance
How effective tax relief of 60% or more can be obtained on pension contributions where clients are able to reclaim their personal allowance

04 June 2026

Pensions carry forward - a quick guide
The payment of pension contributions to maximise the current tax year�s annual allowance and to make full use of carry forward is an important consideration for higher and additional rate taxpayers

03 June 2026

The Child Benefit trap - using pension contributions to reduce the HICBC
How pension contributions can help to preserve Child Benefit

06 May 2026

Carry forward
How to calculate carry forward utilising unused annual allowance

27 April 2026

Reducing exposure to the 45% rate
The 45% rate of tax. It should be a spur for affected couples to ensure they are taking full advantage of both of their allowances and lower rate tax bands, and all available reliefs

24 April 2026

A reminder of some of the basic IHT planning points
Inheritance tax planning options. With the nil rate band frozen at �325,000, are your clients taking advantage of the inheritance tax planning options available to them?

23 April 2026

CGT on property sales & EIS investments - a case study
The CGT on the sale of a UK residential property, by a UK resident, which must be paid within 60 days of completion of the contract. This needs to be taken into account when making EIS investments to defer the payment of CGT