Breaking the last-minute tax planning cycle

'Tax year-end remains one of the most stressful times for advice professionals'

clock • 3 min read

Sophie Hall continues her series of articles for PA, this time looking at breaking the last-minute tax planning cycle…

For some clients, tax planning starts with good intentions and ends in last-minute panic. Maximising pension contributions and making best use of annual allowances and tax reliefs on investments might not be everyone's favourite pastime, but ensuring income, investments and business profits are organised from a tax perspective is an essential part of long-term financial planning. How to break the last-minute tax planning cycle The end of the tax year remains one of the most stressful times for advice professionals. Clients often have good intentions early on, followed by a growing s...

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

Burnham U-turns on income tax allowance increase suggestion – reports

Burnham U-turns on income tax allowance increase suggestion – reports

Any change would be ‘difficult given the financial circumstances’

Isabel Baxter
clock 22 July 2026 • 2 min read
The pension IHT guidance gap and what advisers should do about it

The pension IHT guidance gap and what advisers should do about it

Full operational guidance won't arrive until spring 2027

Nick Henshaw
clock 21 July 2026 • 3 min read
Chancellor John Healey urged to prioritise tax clarity and stability

Chancellor John Healey urged to prioritise tax clarity and stability

Sixth chancellor in just over four years

Jen Frost
clock 21 July 2026 • 3 min read