This article is for senior professionals, executives and business owners who receive employee shares as part of their remuneration and want to understand how to manage vested shares, concentration risk and long-term wealth planning.
Article last updated 5 March 2026.
As the tax year draws to a close, small, missed opportunities can add up to significant lost gains. Whether you’re managing personal finances, running a business, or planning for the next generation, the window to use your 2025/26 allowances closes on 5 April 2026. Our detailed checklist brings clarity to a complex landscape, helping you stay organised, avoid unnecessary tax, and make confident decisions for the year ahead.
This downloadable guide walks you through each key area of planning, highlighting the allowances, thresholds and rule changes that may affect you. It’s designed to help you spot what you’ve already taken care of, and what might still need attention, before the deadline.
