Tax year-end: How can advisers encourage earlier tax planning?

Translating the benefits of earlier action could pay dividends...

clock • 4 min read

The TYE is neigh. Here Jonny Black urges advisers to take the opportunity to review clients' planning behaviour, and where possible, recommend improvements...

It may be human nature, but putting off tasks until just before a deadline can cause an administrative headache for advisers when it manifests itself at tax year-end (TYE) when clients are rushing to finalise their tax planning. In some cases, there's little clients can do to avoid having to rush. Those who are self-employed may need to wait until the very end of the tax year to fully understand their earnings. Similarly, those who receive bonuses often won't have them paid until March, meaning they simply can't take action until there are only a few days of the tax year left. But ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

IHT receipts continue to climb ahead of 2027 pension changes

IHT receipts continue to climb ahead of 2027 pension changes

April – December 2025 saw Treasury net £6.6bn from estates

Jenna Brown
clock 22 January 2026 • 3 min read
Octopus' Kristy Barr: Estate planning innovation crucial as govt shifts goalposts

Octopus' Kristy Barr: Estate planning innovation crucial as govt shifts goalposts

Last two Budgets have ‘caused a lot of uncertainty, a lot of disruption’

Jenna Brown
clock 20 January 2026 • 8 min read
Will IHT reforms trigger a pension scam epidemic?

Will IHT reforms trigger a pension scam epidemic?

'People feel that they can trust what they see on social media'

Caitlin Southall
clock 20 January 2026 • 4 min read