Your May 2026 Tax Planning Tips

With personal tax allowances frozen until 2031, rising dividend tax rates, and upcoming shifts in inheritance rules, proactive tax planning has never been more vital. To help you maximie your reliefs and avoid costly penalties, we are delighted to share our comprehensive new guide: 50 Tax Planning Tips for 2026/27.  

Compiled by our team at Joshua Leigh & Co, this practice-backed resource breaks down complex regulations into clear, actionable advice across key financial areas:  

• Personal & Family Planning: Discover how to check your PAYE codes, utilie the Marriage Allowance, or top up your state pension.  
• Savings & Investments: Maximie your ISA allowances and explore tax credits through SEIS or VCT initiatives.  
• Property Income: Navigate the rules for letting rooms, commuter parking, or declaring second homes.  
• Retirement & Estate Management: Learn how to maximie pension allowances and shield your wealth or business for the next generation.  
• Business & Employment: Get insights on choosing the right trading structure, registering for VAT, and rewarding your team with tax-free benefits.  

Whether you are a business owner looking to optimie employee remuneration or an individual aiming to secure your family's financial future, this guide offers practical strategies to help your money work harder.

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