Year end tax planning before 6th April

Описание: Gravita Tax Partner Dion Laycock hosts a year-end tax planning webinar with Tax Directors Lekhrani Gya-Roopun and Charlene Griffith. They cover practical steps before 6 April including pension contribution planning (annual allowance, tapering, carry-forward, relief methods, and how contributions can preserve personal allowance and reduce the high income child benefit charge), Gift Aid charitable giving (what qualifies, how higher-rate relief works, record-keeping and ensuring you’ve paid enough tax), and using ISAs (tax-free income and gains, annual limits, junior ISAs, and “use it or lose it” timing).

The session also flags dividend tax rate increases from April 2026, key capital gains tax points (rates, low annual exemption, losses, business asset disposal relief changes, and 60-day property reporting where relevant), and an update on Making Tax Digital for Income Tax starting 6 April 2026 with quarterly filing requirements and staged income thresholds. The webinar ends with Q&A and reminders that Gravita can help with planning and compliance.

00:00 Webinar Overview
00:46 Meet Gravita Team
01:39 Pensions Tax Relief
02:27 Annual Allowance Rules
04:12 Carry Forward Allowance
05:11 Claiming Pension Relief
07:14 Extra Pension Benefits
09:57 Bonus Sacrifice Tips
11:33 Gift Aid Basics
12:34 Gift Aid Tax Example
15:24 Gift Aid Pitfalls
18:02 ISA Tax Free Savings
18:58 ISA Types And Limits
22:04 ISA Planning Nuances
24:41 Dividend Tax Changes
27:22 Leave Money in Company
28:44 Capital Gains Tax Basics
30:45 Reliefs and Loss Planning
33:25 Reporting Deadlines and Penalties
34:14 Making Tax Digital Rules
39:21 Year End Planning Checklist
40:50 Q&A Gift Aid Fixes