Liondaris & Co

5 April 2027 is 10 months away — but year-end tax planning only works if you start early.

Here are 10 things worth reviewing now:

✅ Salary/dividend split
✅ Pension contributions (up to £60k allowance)
✅ Annual Investment Allowance (up to £1m)
✅ Capital gains positions
✅ ISA allowance (£20k per person)
✅ Gift Aid donations
✅ Carry-forward pension allowance
✅ Director's loan accounts
✅ RTI filing accuracy
✅ Property disposal timing

Don't leave it to March. The full planning guide is on our insights page 👇
https://www.liondaris.co.uk/insights

Which of these are you already on top of? Let us know 👇

Sole trader or limited company — which is more tax-efficient in 2026?

Quick example at £80k profit:
— Sole trader net take-home: ~£53,400
— Ltd company (salary + dividends): ~£58,200

That's around £4,800 in the company's favour — but it's not the whole story.

You also need to factor in admin costs, IR35 risk, liability protection, and whether the saving justifies the complexity at your income level.

Full breakdown with worked examples on our insights page 👇
https://www.liondaris.co.uk/insights

Are you sole trader or limited company? What made you choose? Drop a comment 👇

Stay informed. Stay compliant. Read the latest updates on our News page. https://www.liondaris.co.uk/insights

Are you ready for the big Tax Return Switch?

Making Tax Digital – preparing for new requirements — Liondaris & Co Prepare for Making Tax Digital with a clear plan on software, digital records, quarterly updates, deadlines, and the steps you need to take now.

Weeks of speculation and pre-budget blunders - what does this budget actually mean?

A never-to-be-forgotten budget? What’s changed and who will it affect? — Liondaris & Co Your clear summary of the 2025 UK Budget. Who will be affected and how. It’s all here.

Saved £15k in taxes—seamless digital switch!

Ever wondered how much smoother (and more rewarding) accounting could be? Our latest client didn’t just breeze through a digital transformation—they pocketed a tidy £15,000 in tax savings along the way.

We love seeing local businesses thrive when the right advice meets the right tech. Ready to see what’s possible for your property, construction, or creative venture?

Message us to chat about your goals! 🧡

How did we save £12k (and hours)?

Meet Sarah, a North London property owner who thought tax season would always mean headaches and lost sleep. But after switching to Liondaris & Co, she didn’t just save £12,000 on her tax bill—she made the leap to digital accounting, too.

No more paper piles. No more guesswork. Just clear, friendly advice and a seamless transition to Xero (with her accountant cheering her on every step).

Curious how your property business could benefit? Let’s chat about your next success story! 📈

Attention Portfolio Landlords: Are You Ready for MTD ITSA?

From April 2026, landlords with total rental and business income over £50,000 must switch to digital record-keeping and quarterly tax updates under Making Tax Digital for Income Tax Self Assessment (MTD ITSA).

Managing multiple properties just got more complex—but also more efficient if you get set up early.

At Liondaris & Co, we help portfolio landlords:
- Choose and set up the right cloud accounting software
- Streamline records for all properties
- Stay compliant and avoid last-minute tax headaches

We recently helped a landlord with 12 properties automate their reporting—now they have real-time insights and peace of mind.

Not sure where to start? Let’s make your MTD transition simple and stress-free. Get in touch today.

Are you ready? New ID checks for Company owners coming 18 November. 👀 🔍

Companies House ID Verification: What You Need to Know — Liondaris & Co From November 2025, Companies House will require all company directors, PSCs, and company filers to complete ID verification. This new measure aims to improve transparency, prevent fraud, and non-compliance could lead to penalties or restrictions.