Company Director Tax-Year End Checklist (Pensions First, Then Everything Else)

Last Updated On:
February 25, 2026
About 5 min. read
Written By
Written By
Arun Sahota
Private Wealth Partner
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What This Article Helps You Understand

  • The correct review order before 5 April
  • Why pensions are usually the first lever
  • How employer contributions affect extraction
  • How taper and carry-forward must be checked early
  • Why dividends should not be the default
  • How to avoid accidental inefficiency

FAQs

Should directors always prioritise pensions?
Are employer pension contributions deductible?
Does taper affect directors?
Should dividends be delayed?
Is MPAA relevant for directors?
Is late March too late to review?
Written By
Arun Sahota
Private Wealth Partner
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Arun Sahota is a UK-regulated Private Wealth Partner at Skybound Wealth, advising high-net-worth and ultra-high-net-worth families, business owners, and senior executives with complex UK and cross-border financial planning needs.

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