Your Complete UK Tax Planning Checklist for 2026/27
A comprehensive end-of-tax-year checklist for UK individuals and small businesses — allowances to use, deadlines to meet, and actions to take before 5 April 2027.
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A comprehensive end-of-tax-year checklist for UK individuals and small businesses — allowances to use, deadlines to meet, and actions to take before 5 April 2027.
The UK's Global Minimum Tax (Pillar Two) ensures large multinationals pay at least 15% tax on profits in every jurisdiction. Who is affected and what it means.
If you or your partner earn over £60,000 and claim Child Benefit, you may need to repay some or all of it through the High Income Child Benefit Charge.
The optimal salary and dividend strategy for UK company directors in 2025/26 — how to extract profits efficiently while minimising tax and NI.
Basis period reform ended the 'current year basis' for sole traders from 2024/25. How the new tax year basis works and what transition year implications remain.
The Statutory Residence Test determines whether you are UK resident for tax purposes — affecting your liability for income tax, CGT, and more.
Gift Aid boosts charitable donations by 25% at no cost to you — and higher rate taxpayers can claim additional relief through Self-Assessment.
The Trust Registration Service requires most UK trusts to register with HMRC. Who must register, the deadlines, and what information is required.
Business rates are a property tax on non-residential premises. Who pays, how the rateable value is set, and how to appeal your assessment.
What happens if you pay Corporation Tax late — interest, penalties, and how to set up a Time to Pay arrangement with HMRC.
A director's loan account tracks money owed between a director and their company. Overdrawn accounts trigger Section 455 tax and benefit-in-kind charges.
Stamp Duty Land Tax applies to most UK property purchases over £125,000. Rates, reliefs, surcharges, and how to calculate and pay SDLT.