Download free UK tax planning worksheets, budget templates and tax reference cards for 2026/27. All resources are free — no sign-up required.
A single-page cheat sheet covering all key UK tax rates, thresholds and allowances for 2026/27 — Income Tax, NI, CGT, IHT, ISA and more.
Download PDFStep-by-step checklist to prepare your Self Assessment tax return for 2025/26. Covers income sources, allowable expenses, deadlines and payment dates.
Download PDFA printable monthly budget planner with sections for income, essential outgoings, savings, debt repayment and discretionary spend.
Download PDFCalculate your CGT liability for shares, property or other assets. Includes annual exempt amount, basic/higher-rate split and reliefs.
Download PDFTrack contributions across Cash ISA, Stocks & Shares ISA, Innovative Finance ISA and Lifetime ISA against the £20,000 annual allowance.
Download PDFRecord employee and employer pension contributions, salary sacrifice amounts, carry-forward entitlement and annual allowance usage.
Download PDFAll figures reflect 2026/27 tax year rates. See our UK Tax Rates 2026/27 reference page for the latest thresholds and allowances.