Turning tax year-end regret into a new tax year opportunity

By now clients should have drawn a line under their 2025/26 planning, but tax year-end doesn't always finish with a clean sense of closure. Many clients are left with a lingering sense that things could have been handled better, particularly when decisions have been left late. We wanted to understand how widespread that feeling is and what sits behind it. In January, we undertook some research with Ad Lucem, looking at the behaviours, anxieties and preferences of advice-engaged UK adults approaching tax year end. What comes through clearly is that regret is a common part of the experi...