Gravita’s Year End Tax Planner 2025-26

Tax rules rarely stand still, and this year is no exception. Dividend rates are set to rise, thresholds remain frozen and new reporting obligations are approaching. For many individuals, that combination means a higher tax bill unless action is taken before 5th April.

Our 2025–26 Year End Tax Planner brings together the key reliefs, exemptions and deadlines affecting individuals this year. It highlights planning opportunities across income tax, dividends, capital gains tax, inheritance tax, pensions, ISAs and Gift Aid, as well as major developments such as the new foreign income and gains regime and the rollout of Making Tax Digital for Income Tax.

Inside, you will find:

• A clear summary of the main personal tax rates and allowances for 2025–26
• Practical planning points to consider before the tax year ends
• Forthcoming changes that may affect business owners, landlords and internationally mobile individuals
• Key Self Assessment deadlines to help you stay compliant

There is still time to act before the end of the tax year, but decisions often need to be made in advance to be effective.

Download the planner below. If you would like tailored advice based on your circumstances, contact Gravita to discuss your position.

If you would like tailored guidance based on your personal circumstances, our Private Client team can help you review your position, identify planning opportunities and take action before the tax year end. Whether you are managing investments, business income, property or succession planning, we can support you with clear, practical advice. Get in touch to start the conversation.

Gravita is a team of high-calibre, pragmatic accountants and tax advisors using technology to help your business grow faster. We partner with businesses and the people around them who need skilled experts to help manage their growth ambitions. As a Gravita client, you can expect innovative yet practical solutions to reach your goals, leaving us to take care of everything behind the scenes. We are efficient, reliable and move at pace to let you get on with what really matters: growing your business.