IB&Co Accountants

The 2026 Tax Planning Checklist

20 questions to ask before your next tax deadline: 10 for business owners and 10 for individuals.

  • Section A: ten questions for business owners and directors
  • Section B: ten questions for individuals, landlords and expats
  • Each question linked to the IB&Co Tax Advisory service that covers it

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    • IFA accreditedInstitute of Financial Accountants
    • About 15 yearsIshmael Bangura, UK accountant and tax adviser
    • More than 950 clientsadvised, including startups
    • Level 37, 1 Canada SquareCanary Wharf, London E14 5AA

    Twenty questions, two sections, one clear picture

    Work through the checklist on your own, or bring it to a conversation with us. Tax planning is rarely about one single question; it is often about how different financial decisions interact.

    • For business owners. Corporation Tax, director pay, expenditure, structure and transactions.
    • For individuals. Income sources, property, dividends, overseas income, residency and family.

    Get all 20 questions

    The 2026 Tax Planning ChecklistIB&Co Accountants

    Tick each question that applies to you.

    Section A: For business owners

    1. A01Have you reviewed your Corporation Tax position before year-end?
    2. A02Is your director remuneration strategy still appropriate?
    3. A03Are you planning significant capital expenditure?
    4. A04Have you reviewed allowable expenses?
    16 more questions in the full checklistUnlock the full checklist

    Every question points to a Tax Advisory service

    Ticked a question? The label shows which checklist questions each service covers, so you know where to start.

    Corporation Tax Planning

    For businesses seeking greater visibility and planning around Corporation Tax.

    Checklist questions A1, A3

    Director Tax Planning

    For company directors and shareholders reviewing remuneration and income extraction strategies.

    Checklist questions A2, A5, B4

    Business Tax Advisory

    For SMEs and growing businesses seeking a more proactive approach to tax planning.

    Checklist questions A4, A6, A8, A10

    Personal Tax Planning

    For individuals with multiple income streams or increasingly complex financial circumstances.

    Checklist questions B1, B8, B10

    Property & Capital Gains Tax

    For property owners, landlords and investors.

    Checklist questions A7, B2, B3

    Residency & International Tax

    For internationally mobile individuals and those with overseas income or cross-border interests.

    Checklist questions B5, B6, B7

    Inheritance Tax Planning

    For individuals and families thinking about estate planning, gifting, trusts and reliefs.

    Checklist questions B9

    Stamp Duty Land Tax (SDLT)

    For property buyers, including purchases through a company and mixed-use property.

    Checklist questions A9

    R&D Tax Credits

    Is your company investing in new products, processes or software?

    Also worth asking about

    Tax Investigation Support

    Received a letter from HMRC? Speak to us before you reply.

    Also worth asking about

    Most tax returns look backwards

    Your tax return tells you what has already happened. But many of the financial decisions affecting your tax position were made months earlier. That is why proactive planning matters.

    Compliance tells you what happened. Tax planning helps you think about what happens next.

    By the time a tax return is prepared:

    • Income has already been received
    • Assets may already have been sold
    • Business expenditure may already have occurred
    • Director remuneration may already have been paid
    • Property transactions may already be complete

    Built for the people we advise every day

    Business owners and directors

    Corporation Tax, director pay, expenditure and the right structure as you grow.

    Landlords and property owners

    Rental income, joint ownership, sales and purchases.

    Individuals

    Several income sources, dividends, investments and family changes.

    Expats and international professionals

    Overseas income, moving to or from the UK and residency questions.

    If you answered yes to any of these questions, it may be worth having a proactive tax conversation.

    Book a confidential tax review and we will go through your circumstances with you.

    020 7164 0225 WhatsApp 07915 376468 hello@ibandco.co.uk
    Book a confidential tax reviewGet the checklist

    Clear explanations, on time

    Working with IB&Co Accountants has given me a great peace of mind regarding my tax returns and finances.

    C. BrembahSelf-employed contractor

    They make sure all the rent, expenses and profit are calculated properly.

    D. OsomuProperty investor

    He gives great advice and often goes beyond the call of duty… Regular up to date information regarding changes made by HMRC so we are always in the loop of what’s going on.

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