Annual Tax Optimisation Review

Year-end tax review for UK expats. Enter your situation and get a personalised action plan covering every allowance you can use before 5 April 2026, plus year-round planning points for the tax year ahead.

Your 2025/26 tax year

UK residency this year

UK employment income this year

ISA contributions so far this year

Annual ISA limit: £20,000 (UK residents only)

Pension contributions so far this year

Pension annual allowance (standard £60k)

May be lower if you've triggered the Money Purchase Annual Allowance (£10k).

Capital gains realised this year

Annual exempt amount: £3,000

Carry-forward pension allowance (unused from prior 3 yrs)

Gifts made this year (to individuals/charities)

Are you married/in civil partnership?

Spouse/partner's income

Optimisation opportunities

Estimated tax you could save

£0

by using available allowances before 5 April 2026

Annual Tax Optimisation Review

Your 2025/26 tax year

Optimisation opportunities

Allowance utilisation

Action checklist

Year-round planning