James Cowper Kreston Launches Year-End Tax Planning Guide

James Cowper Kreston has announced the release of its latest Year-End Tax Planning Guide, designed to help family businesses and their owners take a proactive approach to tax planning ahead of the financial year-end.

The new guide provides practical advice and insights tailored specifically to the needs of family-owned enterprises, offering clarity on key tax considerations and opportunities to optimise financial outcomes in an evolving economic landscape.

With many family businesses balancing long-term stewardship with short-term pressures, the guide highlights the importance of early planning and informed decision-making. It covers a range of areas including personal and corporate tax planning, succession considerations, remuneration strategies, and reliefs and allowances that may be available before the year-end deadline.

Darren O'Connor, Partner at James Cowper Kreston commented: “Family businesses face a unique set of challenges and opportunities when it comes to tax planning. Our aim with this guide is to provide clear, actionable guidance that helps owners and leaders make confident decisions, protect value, and plan effectively for the future.”

The firm emphasises that year-end tax planning is not just about compliance, but about taking a strategic approach to support business continuity, growth, and generational transition.

The guide is particularly relevant for business owners considering investment decisions, profit extraction strategies, or longer-term succession planning, and encourages early engagement with professional advisers to maximise available opportunities.

Family businesses and their advisers can now access the guide which provides a valuable resource to support planning ahead of the year-end below:

2025-2026-year-end-tax-planning-guide.pdf

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