Make your money work harder: growth and income ideas for ISA investors before tax year end

An experienced investor’s end of tax year checklist

The clock is ticking down before the end of the 2025/26 tax year, when any tax-free savings and investment allowances are lost. For experienced investors, though, the deadline for some tax-saving schemes is even earlier.

Wealth Club end of tax year checklist for experienced investors

The clock is ticking down before the end of tax year deadline, when any tax-free savings and investment allowances for the 2025/26 tax year are lost. On some products, particularly government backed schemes such as EIS, SEIS and VCTs, the deadline for submitting applications is much sooner than 5 April. Changes to the tax incentives for VCTs from April mean that investors need to act now to benefit. Susannah Streeter, chief investment strategist…

Make your money work harder: growth and income ideas for ISA investors before tax year end