Resources

Rates, dates and tools.

Reference material we keep current for clients and anyone else who finds it useful.

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01

Tax Rates 2026/27

Every UK rate, allowance and threshold for the current tax year: income tax, National Insurance, pensions, capital gains, inheritance tax, corporation tax, VAT, stamp duty and the key filing dates, with the planning points that go with them. Last reviewed 2 August 2026.

Read online02

Income tax calculator

Your income tax, National Insurance and take-home pay for 2026/27, including self-employment, rental income, savings, dividends, pensions and Child Benefit.

Open the calculator03

Work expenses check

What you can claim for working from home, phone and internet, equipment and mileage, for a sole trader, partner, company director or employee, with a PDF of the workings.

Open the tool04

Download the PDF

The same Tax Rates 2026/27 card as a printable three-page PDF.

Download05

Insights

Short notes on the changes that matter: inheritance tax, business sales, dividends, MTD and residence.

Read

Property tax tools.

Calculators for landlords and property investors, built on the 2026/27 rules. Your answers are not saved or sent to us.

01

Deal analyser

Cash needed, yield and the return on a property deal after stamp duty, income or corporation tax and tax on sale, with a one-page PDF.

Open the tool02

Stamp duty for investors

Stamp duty on an investment purchase, including the higher rates and the non-resident surcharge.

Open the tool03

Commercial VAT and TOGC

Whether VAT is charged on a commercial purchase, and when a sale as a going concern takes it out.

Open the tool04

Rental income tax

Tax on your rental profit, including the mortgage interest credit.

Open the tool05

Personal or company

Owning personally compared with owning through a limited company.

Open the tool06

CGT on a sale

Work out the gain on a property sale and the tax due on the 60-day return.

Open the tool07

Moving into a company

The capital gains tax and stamp duty cost of moving properties into a company.

Open the tool08

Hold, sell or gift

Keeping, selling or giving a property, compared on the tax.

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ATED

Whether the annual tax on enveloped dwellings applies to a company-owned home, and the charge.

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Making Tax Digital

Whether and when Making Tax Digital for Income Tax applies to you.

Open the tool11

Non-resident landlords

UK tax on rent and sales when you live abroad.

Open the tool12

Inheritance tax

Inheritance tax on property you own, and how it is worked out.

Open the tool

Key dates, 2026/27.

The deadlines most of our clients need. We track them for you.

2026

31 OctPaper Self Assessment return for 2025/26
30 DecFile online to have tax under £3,000 collected through your 2027/28 PAYE code

2027

31 JanOnline return, balancing payment for 2025/26 and first payment on account for 2026/27
5 AprEnd of the 2026/27 tax year: ISA and CGT allowances lapse, and unused 2023/24 pension allowance can no longer be carried forward
6 JulP11D and P11D(b) for 2026/27
22 JulClass 1A National Insurance paid electronically
31 JulSecond payment on account for 2026/27

Ongoing

19 / 22Monthly PAYE and NIC: post by the 19th, electronic by the 22nd
60 daysReport and pay CGT on UK residential property after completion
9m + 1dCorporation tax payment for companies outside the quarterly regime
12 monthsCorporation tax return filing deadline

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