Tax planning in 2026: the key changes you can’t afford to miss

There are a number of significant tax changes occurring in 2026, and to help you stay ahead, we breakdown the key dates and deadlines you need to be aware of, including the appropriate actions you should be taking before 5th April 2026.

Our podcast episode explores:

• Dividend tax increases: Rates rise for basic and higher-rate taxpayers from April 2026. We discuss if bringing dividends forward is the right move for your cash flow.
• BADR: With Business Asset Disposal Relief rising to 18% on 6 April, we explore why timing a disposal now could materially change your tax outcome.
• Making Tax Digital (MTD): Quarterly returns move from theory to reality for many self-employed individuals and landlords. We outline who is in scope and how to prepare.
• Looking to 2027: Why proposed changes to Pensions and Inheritance Tax are already driving major shifts in estate planning and gifting strategies.
• Year-end essentials: From ISA allowances to CGT holdover claims—the “boring” but essential steps to take before the deadline.

We also have an article that highlights practical planning points to look over before the end of the tax year.

If you have any questions on what’s discussed, please get in touch.