Course Details

With the tax year end on 5th April fast approaching, now is the ideal time to look at year end tax planning, especially as many businesses have now aligned their accounting date with the tax year, making this key date in the tax calendar twice as important. Most businesses and many individuals will benefit from some advance planning before the year end, including sole traders, partnerships, landlords, and company directors. Plus, for those on the cash basis, early action is vital.

 

In this course Carl Bayley covers the following topics:

  • Personal tax planning: pensions, savings, and capital gains
  • Business tax planning: action to consider before the year end or delay until after it – but without letting the tax tail wag the commercial dog
  • Cash or accruals: how the approach to year end planning differs
  • Planning for private company directors: even more critical this year with the forthcoming increase in dividend tax rates
  • Making Tax Digital: why 5th April 2026 is a critical date for both those who are already in, and those who aren’t in yet

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CPD Course Speaker

BSc FCA, Author and Presenter

Carl Bayley

Carl Bayley is the author of a series of plain English tax guides designed specifically for the layperson and the non-specialist (available from www.taxcafe.co.uk). His particular speciality is his ability to take the weird, complex, inexplicable world of taxation and set it out in the kind of clear, straightforward language taxpayers themselves can understand. Carl takes the same approach when speaking on taxation, a role he frequently undertakes with great enthusiasm, including his highly acclaimed annual ‘Budget Breakfast’ for the ICAEW. He has spoken on taxation on radio and television, including the BBC’s ‘It’s Your Money’ programme and BBC Radio 2’s Jeremy Vine Show. Carl is a past Chairman of the Tax Faculty of the ICAEW and former member of the Institute’s governing Council and Board. Aside from his tax books, Carl is an avid creative writer. His first novel, Trinity of Souls, was published in 2024, with his second, Destiny of Souls, following in March 2025. When he isn’t working, he takes on the equally taxing challenges of hill walking and horse riding: his Munro tally is now 106 and, while he remains a novice rider, his progress is cantering along nicely. Carl lives in the Scottish Borders, where he enjoys spending time with his partner, Linda.