28. March 2026

End of Year Tax Planning 6 of 6

##End of Tax Year Planning in Altrincham and Sale (6 of 6): Your Final Year-End Tax Planning Checklist

With the tax year ending on 5 April, now is the time for individuals, company directors, and business owners in Altrincham and Sale to carry out a final review of their tax position.

Taking action before the deadline can help ensure you have fully used available allowances and reliefs while avoiding missed tax-saving opportunities.

A final year-end checklist may include:

• confirming allowances and reliefs have been fully utilised,
• reviewing dividend and remuneration strategies,
• checking Capital Gains Tax positions,
• making charitable donations where appropriate, and
• ensuring any planned transactions are completed before 5 April.

Even small adjustments before the tax year end can make a meaningful difference to your overall tax efficiency.

If you are unsure whether you have taken advantage of all available opportunities, seeking advice before the deadline can help you enter the new tax year with confidence.

*This concludes our six-part End of Tax Year Planning series for individuals and businesses in Altrincham and Sale.*