Personal Tax Strategy

A focused, one-hour engagement for individuals who want expert-led tax planning without committing to a full advisory retainer. We review your current position, identify opportunities, and hand you a clear written action plan.

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Introduction

WHO THIS IS FOR

Who this service is for?

This package is for anyone whose tax picture is more than a single employment income - high earners, contractors, small business owners, landlords with smaller portfolios, people thinking about moving abroad, and anyone juggling multiple income sources who wants a clear view of where they stand and what to do next.

DISCOVER WHAT HAPPENS NEXT

01

Income review

We map all of your current income sources to understand your full tax exposure before anything else.

02

Efficiency analysis

We identify where you are overpaying and where planning opportunities exist - specific to your situation.

03

Strategy call

A one-hour session with a specialist who walks you through the findings and answers your questions.

04

Written plan

A written summary of recommendations and a prioritised list of next steps you can act on immediately.

WHAT'S INCLUDED

What is included

01

Investment and pension tax planning guidance

We review how your investments and pension contributions interact with your tax liability. This includes identifying whether additional pension contributions could reduce your bill and whether your current structure is tax-efficient.

02

Identification of planning opportunities

We flag allowances, reliefs, and structural changes you may not be making use of. These are specific to your situation - not generic tips, but real opportunities based on your numbers.

03

One-hour strategy call with a specialist

A focused Google Meet with one of our tax specialists. You can ask anything, model scenarios, and get straight answers. No upselling - just the information you need to make better decisions.

04

Written summary of key recommendations

After the call, we send a written document summarising the key points covered and the recommendations made. Something you can refer back to, share with a solicitor, or use to brief another adviser.

05

Personal tax efficiency review

We look at your current tax position across all income sources and identify where you may be paying more than necessary. This forms the foundation of everything else in the session.

06

Clear list of actionable next steps

We do not just tell you what to think about - we tell you what to do. The written plan includes a prioritised list of actions you can work through immediately or over the coming months.

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