This video discusses the importance of tackling tax-related tasks early in the new tax year (2026-27). It highlights three key areas: tax returns, ISAs (including junior ISAs), and important administrative documents like wills, expressions of wishes for pensions, and powers of attorney. The creator emphasizes proactive planning to avoid last-minute scrambles and take advantage of compound returns, especially with upcoming rule changes in April 2027 concerning pensions and inheritance tax.
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Three jobs you should tackle early this tax year
Apr 24, 2026
This video discusses the importance of tackling tax-related tasks early in the new tax year (2026-27). It highlights three key areas: tax returns, ISAs (including junior ISAs), and important administrative documents like wills, expressions of wishes for pensions, and powers of attorney. The creator emphasizes proactive planning to avoid last-minute scrambles and take advantage of compound returns, especially with upcoming rule changes in April 2027 concerning pensions and inheritance tax.
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