Topic tag

#Year End Planning

3 articles tagged with Year End Planning.

Bed and Spouse vs Bed and ISA: Using the GBP 3,000 CGT Exemption 2026/27

The CGT annual exempt amount is just GBP 3,000 in 2026/27. Bed and ISA and bed and spouse both reset your gains tax-free. Here is when to use each, with worked numbers.

Emma Clarke10 Jun 20268 min read

💷 Tax & Finance

Splitting Dividends With Your Spouse to Use Two GBP 500 Allowances 2026/27

Each spouse gets a GBP 500 dividend allowance in 2026/27. Transferring shares to a lower-rate partner can save real tax. Here is how the numbers work and the rules to follow.

James Morgan10 Jun 20263 min read

💷 Tax & Finance

Gifts From Surplus Income: The Underused IHT Exemption 2026/27

Regular gifts out of surplus income can be immediately exempt from Inheritance Tax, with no upper limit and no seven-year wait. Here is how the normal expenditure exemption works.

Emma Clarke10 Jun 20269 min read

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Tax Year 2026/27648 Take-Home Pay250 Income Tax220 Self Assessment192 Self-Employed167 Pension143 Tax Year 2025/26139 2026131 Take Home Pay96 Income Tax85 ISA83 Inheritance Tax80 National Insurance76 Hmrc74 Salary Sacrifice71 PAYE69 Personal Allowance61 Capital Gains Tax60

Year End Planning — Frequently Asked Questions

What is the Year End Planning tag on CalcHub?

Articles tagged Year End Planning cover UK personal finance topics related to Year End Planning. There are currently 3 articles in this tag. Each article links to a relevant free calculator on CalcHub for practical application of the concepts covered.

How are CalcHub articles fact-checked?

Every CalcHub article is written against published HMRC, ONS and official government sources. Tax rates, thresholds and statutory amounts are cross-checked with gov.uk before publication and updated when rates change — typically each April for the new tax year and after each Autumn Budget. A "last updated" date appears on every article.

Can I suggest a topic related to Year End Planning?

Yes — use the Contact page to suggest a topic or calculator idea. Requests covering UK personal tax, mortgages, salaries and savings are prioritised. Articles that address commonly asked questions from UK taxpayers and savers are most likely to be added to the editorial schedule.

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How do I find more articles on related topics?

Use the category navigation (Tax & Finance, Mortgage & Property, Salary & Pay, etc.) to browse by topic, or explore the tag cloud on this page. The search bar in the header searches across all CalcHub blog content and calculators simultaneously.

Are these articles updated for the current tax year?

Yes — articles covering statutory figures (income tax bands, NI thresholds, ISA limits, etc.) are reviewed each April when the new tax year begins and again after each Autumn Budget. The "last updated" date on each article tells you when it was last reviewed. If you spot an out-of-date figure, please report it via the Contact page.