The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of the 2025/26 tax year on 5 April 2026 might help your money go further.
Before you make any decisions, ensure that you understand which allowances fit into your financial plan and suit your goals. If you have any questions, please contact us.
Read this guide to discover seven allowances and exemptions you may want to make the most of before the end of the current tax year, including:
- ISA allowance
- Junior ISA allowance
- Dividend Allowance
- Capital Gains Tax Annual Exempt Amount
- Marriage Allowance
- Pension Annual Allowance
- Inheritance Tax annual exemption
Download your copy here: 7 key allowances you might want to use before the end of the 2025/26 tax year
Please get in touch if you’d like to speak to us about your allowances for the 2025/26 tax year and beyond.
Please note: This guide is for general information only and does not constitute advice. The information is aimed at retail clients only.
Please do not act based on anything you might read in this guide. All contents are based on our understanding of HMRC legislation, which is subject to change.
Production
of clients believe that working with us has helped or will help them achieve their financial goals
of clients who answered definitively said they would recommend us to their friends, family or colleagues
of clients said they were satisfied with our communications during times of market volatility.