How to plan for 2026: Tax year end, self-assessment and what to do now

Whether your income is straightforward or comes from several places, planning ahead makes a difference.

In 45 minutes, we’ll show how to plan for 2026 across two key moments: the self-assessment deadline in January and the tax year end in April. You’ll see what needs action now, what can wait and how a clear plan supports better decisions over the year.

What you’ll take away:

• A simple framework for planning your money in 2026
• How to stay on top of tax deadlines without last-minute pressure
• Practical habits that support better financial decisions
• Real examples of how different people approach planning
• Clear, plain-English guidance on self-assessment, including what’s changing with Making Tax Digital, from the experts at Taxd

Who this is for?

This session is for anyone who wants to feel more organised and confident about their money in 2026. It’s also relevant  if you’re juggling different income sources, paying higher rates of tax, or managing property or business income.

It’s 30 minutes of straightforward, useful insight, plus an optional Q&A if you’d like to stay and ask questions.

This session gives general guidance, not personal advice. Tax rules can change and depend on your circumstances. Your capital is at risk and protections vary by provider.