TAX
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2026/27 Tax Year

The UK Taxpayer's
Checklist that
could save you
hundreds.

A free 7-page guide for every type of UK taxpayer — with actionable checklists, confirmed 2026/27 rates, and every deadline you cannot miss.

All 2026/27 rates & thresholds — income tax, NI, CGT, dividends, ISA and more
4 tailored checklists — employees, freelancers, directors and landlords
Key tax dates calendar — every deadline for 2026/27
Written by an ACCA-qualified accountant — plain English, no jargon
Written by an ACCA-Qualified Accountant
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2026/27 Checklist
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    Inside — 7 pages
    2026/27 rates & thresholds
    Employee checklist
    Freelancer checklist
    Director checklist
    Landlord checklist
    Key tax dates calendar
    7
    Pages of content
    4
    Taxpayer checklists
    ACCA
    Qualified author
    Free
    Always & forever
    What's inside

    7 pages. Everything you need.
    Nothing you don't.

    Designed to be used at the start of every tax year and kept on your desk throughout.

    Page 01
    Cover & Overview
    What's inside and how to use it.
    Page 02
    2026/27 Rates & Thresholds
    Every key number — income tax, NI, CGT, dividends and ISA.
    Page 03
    Employee Checklist
    Tax codes, WFH relief, Marriage Allowance and 9 tick-box items.
    Page 04
    Freelancer Checklist
    Self Assessment, expenses, payments on account and deadlines.
    Page 05
    Director Checklist
    Salary, dividends, Corporation Tax and 2026/27 rate changes.
    Page 06
    Landlord Checklist
    Section 24, allowable expenses, MTD and CGT.
    Page 07
    Tax Dates Calendar
    Every deadline — so you never pay a penalty unnecessarily.
    SIMPLE
    Who this is for

    Every UK taxpayer.
    One checklist.

    Whether you're employed, self-employed, running a company or letting property — there's a section written for you.

    💼

    Employees

    Check your tax code, claim WFH relief, use your allowances — and stop quietly overpaying every month.

    💻

    Freelancers

    Track every deductible expense, stay on top of Self Assessment, and never miss a payment deadline again.

    🏢

    Directors

    Optimise your salary and dividend structure for 2026/27 — especially after April's rate changes.

    🏠

    Landlords

    Navigate Section 24, Making Tax Digital and CGT — and claim every allowance you're entitled to.

    A taste of what's inside

    2026/27 key figures,
    confirmed and ready.

    All rates verified for the new tax year. No guesswork.

    Income Tax — England, Wales & NI

    Personal Allowance£12,570
    Basic rate (20%)£12,571 – £50,270
    Higher rate (40%)£50,271 – £125,140
    Additional rate (45%)Over £125,140
    Allowance taper starts£100,000
    ISA allowance£20,000
    Marriage Allowance savingUp to £252
    ⬆️ Dividend tax rates rose 2% from April 2026. Basic rate is now 10.75%, higher rate 35.75%. Directors should review their structure.

    Other Key Rates

    Dividend allowance£500
    Dividend basic rate10.75% ↑
    Dividend higher rate35.75% ↑
    CGT — property (basic)18%
    CGT — property (higher)24%
    CGT annual exemption£3,000
    WFH flat rate£6 / week
    Property income allowance£1,000
    Self Assessment deadline31 Jan 2027
    Get the free checklist

    Your wallet will
    thank you. 💷

    Join UK taxpayers who are learning how to keep more of what they earn — one tip at a time.

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