Help your clients navigate a confusing tax year

Up to date for the 2018/19 tax year, 50 Tax Planning Tips is designed to help you help your clients make the most of reliefs and allowances and save tax wherever possible.

50 Tax Planning Tips provides a concise, easy to read and useful introduction to 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.

Email to your clients, update your website with a weekly tip, use across social media or create your own online resource.

50 Tax 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 7970 4142 to place your order.

Expert communications for financial advisers to inform and update your clients

Key Guides is a series of 12 attractive and impressive personalised PDF guides for financial advisers.

These are the titles we offer:

• Investment planning and asset allocation
• Financial protection for you and your family
• The key stages of financial planning
• Investing for income when you retire
• Business succession planning
• Investing for children
• Workplace pensions and auto enrolment
• Pensions and tax planning for high earners
• Living abroad – the new tax rules
• You and yours – estate planning
• The taxation of investments
• Pensions freedom – drawing from your pension

“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 7970 4142 to place your order.

We also offer a selection of smaller bundles, so please get in touch for further information.

Expert communications for accountants to inform and update your clients

Key Guides is a series of 12 attractive and impressive personalised PDF guides for accountants.

These are the titles we offer:

• Making the most of fringe benefits
• Tax allowances for business investment
• Starting and selling a business
• Strategies for a high tax environment
• Working through personal service companies
• Drawing profits from a company
• Workplace pensions and auto-enrolment
• Pensions and tax planning for high earners
• Living abroad – the new tax rules
• You and yours – estate planning
• The taxation of investments
• Pensions freedom – drawing from your pension

An annual subscription for the full set is £995 + VAT, please call us on 020 7970 4142 to place your.

We also offer a selection of smaller bundles, so please get in touch for further information.

Help your clients start the new year as they mean to go on...

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 7-page PDF with your own personalised cover for you to send to your clients.
• A 4 page personalised newsletter for print or PDF.

 Prices start from only £255 + VAT.