Free Tax Year-End & Spring Money Checklist 2027

One A4 page for March and April 2027. The tax year ends on Monday 5 April, and many bills change on 1 April.

What's on the page

Before 5 April 2027: ISA, pension carry forward, the £60k and £100k income traps, Marriage Allowance and job expense claims for 2022/23, CGT, Gift Aid, gifts and MTD.
April bill rises: a table to write down each bill now and from April, with the change.
Spring switch & save: meter readings, fixed deals, contract end dates, renewals and the Easter budget.
Key dates from Mother's Day (7 March) to the new tax year (6 April).

Prefer it on screen? Use the interactive tax year-end checklist and the April bill rises checker. More free PDFs are on the printables hub.

Free to print and share for personal use. Made with help from your friendly neighbourhood AI.

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We make and sell this template (Tidy Life Templates).

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We make and sell this template (Tidy Life Templates).

FAQs

Do I need to give my email?

No. It's a direct PDF download.

Is it for Scotland too?

Most of it, yes. Income tax bands in Scotland are different, so the £60k and £100k points work slightly differently there.

Related calculators & guides

Tax year-end checklist · April bill rises checker · All free printables (PDF) · Council tax April 2027 · Energy price cap Jan 2027 · Split bills with housemates · Free Christmas checklist (PDF) · Free no-spend calendar (PDF)