Financial Guides and Special Reports - Tax Planning

Shared knowledge, informed choices

Our Key Guides and Special Reports allow you to quickly and expertly communicate important developments that will affect your clients with their personal financial and business planning.

We take complex subjects, such as saving for and taking your pension, tax planning for higher rate taxpayers, or starting and selling a business, and create well-structured publications to complement your authoritative guidance.

Each report is personalised with your firm’s logo and contact details so it appears to come directly from you. They are a great tool for marketing your firm and staying ahead of the competition.

Add to your website and create a long-term client reference portal
Send to prospective clients to showcase your service
Discuss in client review meetings to highlight planning opportunities

Key Guides and Special Reports are updated regularly and are a cost-effect way of allowing you to address a specific set of clients or focus on a particular theme.

Take a look at our titles below and discover how Key Guides and Special Reports can enhance your business.

	Year End Planning Help your clients get ahead on their year end tax planning... Are your clients making the most of their tax reliefs and allowances? As the tax year end approaches, you can encourage them to maximise their tax planning with a personalised guide to the key areas they should be focussing on. Highlight the key year end tax planning actions they need to take to save tax and deliver a personalised Year End Tax Planning report including tips on: Income tax saving for couples Directors and employees Capital gains tax planning Pension tax planning Tax-efficient investments Inheritance tax planning Charitable giving Available in two formats: A 6-page A4 PDF in our Key Guide style with your personalised covers An A4 page personalised newsletter for print or PDF. Prices start from only £255 + VAT. Please call us to discuss your requirements Download samples of the Year End Tax Planning guides
	Year End Planning Help your clients get ahead on their year end financial planning... Are your clients making the most of their tax reliefs and allowances? Are they thinking about capital gains disposals, maximising pension contributions or gifting? As the tax year end approaches, you can encourage them to maximise their financial and tax planning with a personalised guide to the key areas they should be focussing on before the new tax year. Highlight the key year end financial planning actions they need to take to save tax and deliver a personalised Year End Financial Planning report including tips on: Income tax saving opportunities Pensions planning Directors, employees and the self-employed Tax-efficient investments Getting ahead on capital gains tax planning Reviewing inheritance tax planning Charitable giving Available in two formats: A 6-page A4 PDF in our Key Guide style with your personalised covers An A4 page personalised newsletter for print or PDF. Prices start from only £255 + VAT. Please call us to discuss your requirements Download samples of the Year End Financial Planning guides
	Key Guides Expert communications for financial advisers to inform and update your clients Key Guides are a set of 12 attractive and impressive personalised PDF guides to create an effective digital resource for your clients. The full set of 12 titles includes: Investment planning and asset allocation Financial protection for you and your family Investing for children Business succession planning The financial planning journey Pensions and tax planning for high earners You and yours – estate planning Investing tax-efficiently Saving for retirement Taking income at retirement Taxation of property Making the most of ISAs Three specialist single topics are also available: Later life planning Investing in VCTs, EISs and SEISs Living abroad “The series of Key Guides address complex issues in a way that is simple and easy for clients to understand. They are highly informative and give our clients plenty of food for thought which in turn reinforces our service proposition. One of the most important features for us as a business was the ability to customise the guides to reflect our company style and branding.” Nikki Mitchell, Bishop Fleming An annual subscription for the full set is £995 + VAT. Please call us on 020 8075 8210 to discuss your requirements. We also offer a selection of topic specific bundles and single specialist topics, so please get in touch for further information. Download sample pages and design information
	Key Guides Expert communications for accountants to inform and update your clients Key Guides are a set of 12 attractive and impressive personalised PDF guides to create an effective digital resource for your clients. The full set of 12 titles includes: Making the most of fringe benefits Tax allowances for business investment Starting and selling a business Strategies for a high tax environment Off payroll working Accessing your company profits Pensions and tax planning for high earners Retirement and tax You and yours – estate planning Investing tax-efficiently Taxation of property Making tax digital Two specialist single topics are available on: Making tax digital Living abroad An annual subscription for the full set is £995 + VAT, please call us on 020 8075 8210 to discuss your requirements. We also offer a selection of topic specific bundles, so please get in touch for further information. Download sample pages and design information
	Key Guides NEW Key Guide - ESG Investing Investors in the UK put almost £1bn a month on average into responsible investment over 2020 – 43% of all the money invested that year, leading to 66% growth in responsible investment funds over 2020 (versus 7% across funds overall). The unprecedented temperatures we saw over the year and widespread destruction in their wake has focused more attention on tackling climate change. These concerns, coupled with calls for long term sustainable development, the health crisis around the pandemic and increased interest around corporate governance have all contributed to a huge growth in the popularity of environmental, social and governance (ESG) funds. Finding a way through the forest of investment options, however, isn’t easy. We’ve developed a new Key Guide to help you guide your clients through this complex landscape. Coverage includes defining ESG, exploring your values and priorities, managing risk and finding the right investment strategy and navigating the pitfalls of greenwashing. Available as either a personalised PDF with your corporate colour and details on the covers or in Word to adapt to your own style for just £255 + VAT. Call us to discuss your requirements. Download a sample of ESG Investing
	Key Guides NEW Key Guide - Financial planning for women By 2025 it's estimated that women will hold around 60% of the UK's wealth, but only 19% of women have a financial adviser versus 29% of men. With the patterns of women's lives often very different from men, the need for trusted and targeted guidance on managing pensions, investment and protection requirements is clear. Some of the statistics are stark: Almost half of working women have no income protection and 60% of women with dependent children have no life assurance. The pension gender gap stands at around 40%, but 66% of those living alone over 70 are women. We’ve developed a new Key Guide looking at some of the specific financial planning challenges for women to help your clients focus their attention on making the most of their funds. Coverage in the Key Guide includes identifying the financial planning challenge, cashflow planning, protection requirements, planning for retirement, saving and investing and planning for changing circumstances. Available as either a personalised PDF with your corporate colour and details on the covers or in Word to adapt to your own style for just £255 + VAT. Get in touch with us to discuss your requirements. Download a sample of Financial Planning for Women
	Tax Planning Tips 50 key tax planning strategies for 2021/22 Revised and updated for the 2021/22 tax year, our annual Tax Planning Tips is designed to help you help your clients make the most of a range of tax reliefs and allowances across the year. Available in an attractive personalised PDF layout, Tax Planning Tips provides 50 concise, easy to read and useful tax saving strategies for new and existing clients. Topics include personal and family tax, property, estate planning, savings and investment, retirement planning, business tax, employment and overseas aspects. Your personalised PDF comes with a cover in your corporate colours. The design includes themed imagery on the cover and inside pages, tips and examples. Email to your clients, update your website with a weekly tip, use across social media or create your own online resource. Tax Planning Tips can help start and maintain conversations with clients, old and new. Available as a personalised PDF or in Word format for only £295 + VAT. Please call us on 020 8075 8210 to discuss your requirements.

Our account managers are available to discuss our range of Key Guides and Special Reports and how they can support your business. For further details about our range of personalised reports and guides or to place your order, please contact us.

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Tax Planning Tips 2021/22 sample

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