Consultation

Personal Tax Planning Consultation

A structured consultation covering Income Tax, Capital Gains, and reliefs that apply to your household or investment position in the UK.

Advisor reviewing tax documents at a desk with calculator and notebook

Who it is for

Individuals, couples, and landlords who want a clear picture of their UK tax position before the next Self Assessment or a major life event.

What you leave with

A written summary of your current exposure, reliefs worth claiming, and a prioritised list of actions for the coming tax year.

Scope of advice

Income Tax, Capital Gains Tax, dividend and savings taxation, pension contributions, Marriage Allowance, and basic estate-planning pointers where relevant.

Included

  • Pre-meeting questionnaire and document checklist
  • 90-minute face-to-face or video consultation
  • Written advice note within five working days
  • One follow-up email clarification within 14 days

Not included

  • Full Self Assessment preparation and filing
  • Representation in HMRC disputes or tribunals
  • Complex corporate restructuring or international tax treaties

How the engagement runs

  1. Share your questionnaire and key documents
  2. We prepare a briefing note before we meet
  3. Consultation covering your questions and options
  4. Receive a written advice note with next steps

Preparation

P60/P45, prior SA302, bank interest summaries, dividend vouchers, and property income schedules where applicable.

Constraints

Advice is based on information you provide and current UK tax law; we do not give investment product recommendations.