12/03/2026
So you keep hearing about tax year end… but don’t know where to start?
Don’t worry, we’ve got you covered.
With the tax year closing soon, there are a few key to review, BEFORE the tax year ends:
1️⃣ Understand your numbers, work out your expenditure and surplus income. Think about your yesterday, today and tomorrow buckets and what money is best deployed now.
2️⃣ Review your pension contributions, check what you’ve already paid in this tax year. If you’re a business owner or higher earner, carry forward could allow you to contribute more.
3️⃣ Consider your children’s allowances, up to £9,000 into a JISA and £3,600 into a Junior Pension each tax year.
4️⃣ Check if tapers affect you, including the Child Benefit taper from £60,000 and the 60% tax trap.
5️⃣ Speak to an adviser
If you want help getting organised before the deadline:
💬 Comment “AUDIT” and we’ll send you our free income & expenditure breakdown sheet
📞 Or comment “Call” to book a 30 minute initial call
Capital at risk. This post is NOT advice.