As we approach another tax year-end, we’ve produced a new guide:
“7 key allowances you might want to use before the end of the 2025/26 tax year.”
If you would like to discuss any of these opportunities and how they apply to your circumstances, please contact your dedicated financial planner at your earliest convenience.
If you are planning to make contributions or withdrawals before 5 April 2026, we strongly encourage you to let us know as soon as possible.
Tax year end is one of our busiest periods, and early instruction helps ensure there is sufficient time to process your request and avoid any last-minute complications.
At the time of writing, the main platforms we work with have confirmed the following tax year-end deadlines (including receipt of cleared funds and any required completed paperwork):
Get in touch
If you’d like to discuss any aspect of financial planning for the tax year-end, we’d be happy to help. Email hello@intelligentpensions.com or call 0800 077 8807.
Please note
This article is for general information only and does not constitute advice. The information is aimed at individuals only.
All information is correct at the time of writing and is subject to change in the future.
The Financial Conduct Authority does not regulate tax planning.