Year End Tax Planning Guide

Select your format

Highlighting valuable planning opportunities and alerting clients to the outlook created by Autumn Budget 2025. 

Strategic actions to take, and risks to be aware of, fully updated for recent and forthcoming change. 

And why it’s so important that they hear it from you:

Recent HMRC research underlined common misconceptions among small business owners. 

For example, employing a family member without PAYE:

‘ …  it’s almost like paying your kids pocket money, isn’t it? You’ll pay your kids … to do some little jobs around the house. That’s absolutely fine, isn’t it? It’s almost like that … kind of one step removed … ’ (Interviewee).

With ever-increasing scrutiny from HMRC, client education is key.

Coverage includes:

  • planning issues for companies
  • profit extraction planning points
  • dealing with directors’ loan accounts
  • tax efficient business motoring
  • the family business
  • unincorporated businesses: Making Tax Digital matters
  • tax rates and allowances 
  • tax and the family
  • where Gift Aid fits in
  • pension planning
  • High Income Child Benefit Charge and Tax-Free Childcare
  • investing tax efficiently
  • capital taxes, including key Inheritance Tax points to be aware of.

Choice of formats

PDF:

  • Personalised in your firm's colours
  • A4 file size
  • Can be attached to an email or published on your website
  • Quality is good enough for home or office printing

Content Only:

  • Tailor the content to include an opinion or personalise with contact details
  • Use the articles to post via Social Media & Blogs

Let us help you deliver the advice that clients are looking for

Mercia Newsletters and Briefings are topical, concise, authoritative:

  • reassurance for clients in turbulent times
  • cementing your professional relationship
  • positioning your firm as the expert in your field.

Briefings can be made available to your clients with your newsletter as a supplement. Alternatively, they can be made available as a stand-alone document.

Because tax and management are not your clients’ first language. But they are yours.

Please note: suggested content may be subject to revision following announcements in Autumn Budget 2025. 

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