Tax strategies

Essential tax planning strategies.

This section contains a comprehensive guide to tax planning strategies for individuals and businesses. Make sure you contact us for information and advice specific to your circumstances.

Tax and financial strategies 2026/27

How tax planning can benefit you, and some recent changes.

A comfortable retirement

Planning for the end of your working life.

Exiting your business

Planning for a tax-efficient business exit.

Making the most of savings and investments

Take advantage of tax saving opportunities.

Planning for yourself and your family

Tax planning for private individuals.

Tax-efficient estate planning

Ensuring your estate is protected from the tax man.

19 May 2026

Late payment legislation is 'historic' moment

The UK government's formal commitment to legislation to stamp out late payments is an historic moment, according to the Federation of Small Businesses (FSB).

18 May 2026

Iran war could cost Treasury up to £8 billion a year

Prolonged conflict in the Middle East could cost the Treasury up to £8 billion a year through higher debt interest payments and lost tax revenue, warns the Institute for Public Policy Research (IPPR).

15 May 2026

Record number of taxpayers file self assessment in April

A record 737,891 taxpayers filed their 2025/26 self assessment returns in April, according to figures from HMRC.

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Tax strategies

Late payment legislation is 'historic' moment

Iran war could cost Treasury up to £8 billion a year

Record number of taxpayers file self assessment in April