Help your clients get ahead on their year end 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

Expert communications for financial advisers to inform and update your clients

Redesigned for 2019, 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

From January 2019 - specialist single topics are available on:

• 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 7970 4142 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.

Expert communications for accountants to inform and update your clients

Redesigned for 2019, 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
• Working through personal service companies
• 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

From January 2019 - 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 7970 4142 to discuss your requirements.

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

50 useful tax strategies your clients need to know

Up to date for the 2019/20 tax year, our annual Tax Planning Tips is designed to help you help your clients make the most of reliefs and allowances and save tax wherever possible.

Now in a new and attractive PDF layout, 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.

Your personalised PDF comes with a cover in your corporate colours. The new 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.