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UK Tax Allowances and Reliefs

UK Tax Allowances and Reliefs

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UK Tax Allowances and Reliefs

A quick-reference resource for busy financial advisers

Tax planning is a year-round conversation – and staying up to date with the latest allowances, thresholds and reliefs is essential for delivering informed, compliant advice.

 

Our UK Tax Allowances & Reliefs Guide brings together all the key figures in one clear, easy-to-use document. Whether you’re in a client meeting, preparing an annual review, or planning ahead for tax-year end, this guide is designed to help you:

 

  • Quickly reference up-to-date tax bands and thresholds
  • Identify planning opportunities across income, pensions, investments and IHT
  • Add clarity and confidence to client conversations
  • Stay informed, efficient and client-focused

What’s included?

  • Income tax bands and personal allowance
  • ISA and pension contribution limits
  • Capital gains and dividend tax thresholds
  • Inheritance tax allowances and gifting rules
  • Key reliefs and exemptions for 2025/26
  • Handy summaries and tables for easy scanning
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UK Tax Allowances and Reliefs

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Risk Disclaimer

This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals) and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by Columbia Threadneedle Management Limited. Certain content in this document is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. Columbia Threadneedle Management Limited gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

 

Investment professionals in receipt of this document should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

 

To the extent lawful, Columbia Threadneedle Management Limited excludes all responsibility and associated liability for any loss or damage suffered by any recipient of this document who chooses to rely on its content, whether occurring in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable.

Legal and regulatory disclosures

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