Key Guides

Personalised digital content subscriptions for Accountants and Financial Advisers

Key Guides 2 – v2

Help your clients make more informed decisions

How can you enrich your clients’ understanding of their options, boost your content across all your communication channels while demonstrating your expertise and enhancing your brand?

Key Guides are carefully researched, expertly written and easy to read. They’re designed to deepen your client’s knowledge of their options and highlight potential areas for future discussions.

Our core set of Key Guides includes 12 titles updated quarterly. They’re delivered as full colour PDFs with themed imagery and your personalised covers, or Word content only. More focused topic bundles are also available.

Why use Key Guides?

Annual subscription and topic bundles

Your best value option is the annual subscription including all 12 titles.

We know that some businesses focus their attention in particular areas. Subscribe to one of our topic bundles to suit your firm’s communications.

Accountants
  • BusinessPlanningBundle

    Business planning bundle

  • personalTaxPlanningBundle

    Personal tax planning bundle

Annual subscription includes all of the titles:

Accessing your company profits

  • Business planning bundle

  • Personal tax planning bundle

Investing tax efficiently

  • Business planning bundle

  • Personal tax planning bundle

Making tax digital

  • Business planning bundle

  • Personal tax planning bundle

Making the most of fringe benefits?

  • Business planning bundle

  • Personal tax planning bundle

Off-payroll working

  • Business planning bundle

  • Personal tax planning bundle

Pensions tax planning for high earners

  • Business planning bundle

  • Personal tax planning bundle

Retirement and tax

  • Business planning bundle

  • Personal tax planning bundle

Starting and selling a business

  • Business planning bundle

  • Personal tax planning bundle

Strategies for a high tax environment

  • Business planning bundle

  • Personal tax planning bundle

Tax allowances for business investment

  • Business planning bundle

  • Personal tax planning bundle

Taxation of property

  • Business planning bundle

  • Personal tax planning bundle

You and yours – estate planning

  • Business planning bundle

  • Personal tax planning bundle

Financial Advisers
  • FinancialPlanning

    Financial planning

  • InvestmentPlanning

    Investment planning

  • PensionsPlanning

    Pensions planning

  • PersonalTaxPlanning

    Personal tax planning

What’s included in your Key Guides subscriptions

Business succession planning

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Financial protection for you and your family

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Investing for children

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Investing tax efficiently

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Investment planning and asset allocation

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Making the most of ISAs

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Pensions tax planning for high earners

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Saving for retirement

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Taking income at retirement

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Taxation of property

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

The financial planning journey

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

You and yours – estate planning

  • Financial planning

  • Investment planning

  • Pensions planning

  • Personal tax planning

Specialist single topics

Single titles covering specialist topics are available as single
purchases for targeted information campaigns:

latest-content-plus-articles

Download your Key Guides sample

Please us on 020 8075 8210
or email us at clientservices@taxbriefs.co.uk for further details.