7 allowances to consider using before the end of the 2025/26 tax year

Year end tax planning

Make the most of your tax allowances before 5 April 2026. From ISAs to pensions and gifting rules, here are seven key opportunities to review before the 2025/26 tax year ends.

As the end of the 2025/26 tax year approaches, it’s worth checking whether you’ve made the most of the allowances available to you. Many valuable tax allowances and exemptions reset on 6 April 2026, so reviewing your position before the deadline could help your money go further.

Before taking action, it’s important to understand which allowances align with your wider financial plan and long‑term goals. To support you, we’ve produced our latest Guide to Annual Tax Allowances, which outlines seven key allowances you may be able to use before 5 April 2026. You can read or download the guide using the link below.

If you’d like to explore how these allowances could fit into your financial strategy — and which ones may be worth prioritising before the end of the tax year — we’re here to help.

It’s also not too early to think ahead to the 2026/27 tax year. Planning in advance can make it easier to manage your outgoings and use allowances more effectively. For example, you might prefer to make regular monthly contributions into your ISA rather than waiting to invest a lump sum at the end of the year.

Please get in touch if you’d like to discuss your finances and how tax allowances could help you make the most of your money.

Please note

This guide is for general information only and does not constitute financial advice, which should be based on your individual circumstances. The information is aimed at individuals only.

All information is based on our current understanding of legislation, and correct at the time of writing (January 2026) and is subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Our Guide to Annual Tax Allowances

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