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