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UK Tax Year-End Planning:  What it Means for You

Webinars • UK Tax Year-End Planning:  What it Means for You

  • Tax Planning

The UK Tax Year End is approaching.

This short on-demand session explores the main allowances to review before 5 April

What This Session Is About

In this 30-minute webinar, we’ll walk through the key areas worth reviewing before the deadline, and explain why upcoming changes to UK tax policy mean year-end planning is becoming more important than ever.

In this session, we’ll cover:

  • The main allowances to review before 5 April
  • Common mistakes we see at tax year-end
  • How changes from April 2026 affect effective tax rates
  • Why proposed changes to the inheritance tax treatment of pensions from April 2027 could impact long-term planning

What’s worth acting on now

This is a practical, high-level session designed to help you decide what’s worth acting on now, and what should be reviewed as part of a wider financial plan.

Duration: 30 minutes

This session was recorded live from our Dubai office and reflects the planning approach we take with clients across the UK, Europe, the Middle East, Asia, and beyond.

Our Speakers

Claire Spinks

Global Head of Tax

Claire Spinks leads our global tax function, specialising in wealth preservation, intergenerational planning and complex UK tax matters for internationally mobile individuals. She is a Chartered Tax Adviser with more than twenty years advising high net worth clients on UK income tax, Capital Gains tax, Inheritance Tax and trust and estate planning. A Fellow of the Association of Taxation Technicians and an affiliate of the Society of Trust and Estate Practitioners, she holds advanced credentials in international UK taxes and probate. Before joining Hoxton Wealth, she headed UK tax teams at Progeny and The Fry Group, guiding cross border clients with clarity and discipline.

What To Do Next

If this session prompted reflection

For many people, the most valuable outcome of a strategic reset is clarity - understanding where you stand, and whether your current approach still fits your life today.

If you’d like to explore this further, you can book a complimentary strategic review with a member of our team.

This is a no-obligation conversation designed to:

  • Sense-check alignment
  • Identify gaps or drift
  • Discuss whether changes are needed - or not