Following Chancellor Rachel Reeves’ November budget, which projects the tax burden to rise to a post-war high of just over 38% of GDP over the next five years — around five percentage points higher than before the pandemic — making full use of available tax allowances and reliefs has become increasingly important.
To help you maximise your allowances and reliefs, the WHA Year End Financial Planning Guide for 2025/26 provides essential guidance for both personal and business tax planning. With the tax burden spread widely across the economy, the guide offers something for everyone, covering income and investments, businesses, company directors, and employees. It also includes key strategies for those looking to reduce their inheritance tax liability.
Don’t forget — if you don’t use some of your tax allowances before 6 April 2026, you lose them!
To access the WHA Year End Financial Planning Guide for 2025/26, please click on the thumbnail image below:
We do hope this guide helps you to navigate all the complexities of planning for the forthcoming tax year, but please feel free to contact us should you need any insight in keeping your tax planning on track. Please feel free to contact us on 020 8878 8383 or via email on info@whitehartassociates.com.
We would like to take this opportunity to thank you for your custom and look forward to supporting you during 2026.
