Enterprise series: How to plan for the new tax year

As the end of the tax year approaches, now is the ideal time to review your tax position and ensure you’re taking full advantage of the opportunities and reliefs available. Effective planning can help you avoid losing valuable allowances, improve cash flow, and stay aligned with your long term financial goals.

In this webinar, our experts will outline the key allowance changes coming into effect and provide practical guidance on how to prepare proactively. We will also cover the latest developments in Making Tax Digital (MTD), and the steps you can take now to stay compliant and avoid disruption.

You’ll gain a clear understanding of what’s changing, what it means for you, and the actions you can take before year end to optimise your position.

The session will cover:

Key allowances and deadlines
• ISAs
• Tax allowances
• Pension contributions
• Inheritance tax (IHT)
• Business relief investment for IHT
Business property relief (BPR)
• Latest updates and strategies for businesses and individuals to manage inheritance tax exposure
Making tax digital (MTD)
• Key changes for sole traders and landlords and how to stay compliant
Practical steps to optimise your tax position before the end of the tax year and beyond

If you have any questions for our panel, you’ll have the chance to raise them in our live Q&A or you can submit them in advance here.