Tax Year End 25-26: Insights and Analysis

Navigate complexity with confidence. Our bitesize insights and practical guidance are here to help you identify opportunities and prompt client action – before, and after, 5 April.

Bitesize reads: Client sentiment

Discover how the findings from our new research into client thinking can help shape more effective conversations.

The Confidence Gap is the real tax year end problem

Admin help beats tax efficiency: the most powerful trigger is ‘make it easy’

Who owns the tax year end prompt?

Tax year end regret can be an asset

The late rush is predictable – so treat it like a system failure

Bitesize reads: General planning

Gain fresh insights for your clients in just a few minutes.

The ISA-ing on the cake: have allowances been fully used?

Investment income tax planning: Tax year end or tax year start?

Tax year start planning: Planning ahead is better than last minute

CGT exemption: Use it or lose it

Intergenerational focus: tax year end is a good time to consider plans

Bitesize reads: Pensions planning

Two-minute reads full of practical ideas on pensions planning opportunities.

Children’s pensions and the £3k IHT annual gifting exemption

The 60% tax trap – watch out for the taper of personal allowance

Pensions and IHT changes: Act now to mitigate future IHT

What are you testing? Understanding the income your client has

The high income child benefit trap

Short videos

Deep dive recording

Sign up for exclusive tax year end resources

Fill out the form to receive your copies of:

The Ultimate Guide to Planning at Tax Year End (and Tax Year Start)
The Tax Year End 2026 Consumer Insights Report

Tax year end hub

If you’re looking for practical information, like deadlines, FAQs and platform process guides, you’ll find it on the tax year end hub.

Go to the hub

_{This content is intended for financial advice professionals only.}

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