As 5 April 2026 approaches, now is the perfect moment to take stock of your financial position and make sure you’re making the most of every available allowance.
Tax year end can feel complex, but with the right guidance it becomes an opportunity. It can strengthen your financial plan, protect your assets and bring long-term goals a step closer.
We’ve created this checklist to help you prepare for conversations with your financial planner and ensure nothing important is overlooked. From using up ISA allowances to thinking ahead about pension planning, small decisions now can have a meaningful impact over time.
Download the full checklist below
Please Note
The information contained within this page is subject to the UK regulatory regime and is therefore primarily targeted
at consumers based in the UK.
This article is distributed for educational purposes only. This communication does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs.
The opinions stated in this document are those of the author and do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision.
Information contained herein has been obtained from sources believed to be reliable but is not guaranteed.
