Single purchase Key Guides for targeted information campaigns
Special Reports
Special reports allow you to quickly and expertly communicate important developments that will affect your clients personal financial and business planning.
How to use
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Build into your marketing plans by adding to your website and social media channels
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Send to prospective clients to showcase your service
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Discuss in client review meetings to highlight planning opportunities
Each report is personalised with your firm’s logo and contact details so it appears to come directly from you. They are a great tool for marketing your firm and staying ahead of the competition.
Why purchase Special Reports?
Our flexible designs can be adapted with your own colours and imagery to match your branding.
Each report comes with it’s very own Marketing Support Pack containing a draft mailing letter, email, blog post and social media updates.
Reports are written by our team of skilled financial experts in a non-technical and easy-to-read style that your clients will appreciate.
Our titles include:
Tax planning tips
Revised and updated for the 2022/23 tax year, our annual ‘Tax Planning Tips’ guide is designed to help you help your clients make the most of a range of tax reliefs and allowances across the year.
The guide provides 50 concise, easy to read and useful 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.
Use for weekly tips on your website or blog or as a full useful annual resource to help start and maintain conversations with clients, old and new.
ESG investing
Interest in environmental, social and governance (ESG) factors in investment has grown enormously in recent years. Continued focus on tackling the challenges of climate change, coupled with concerns around long term sustainable development and increased interest around corporate governance have all contributed to a huge growth in ESG funds. Finding a way through the forest of investment options, however, isn’t easy.
We’ve developed a Key Guide to help you navigate your clients through this complex landscape. Coverage includes defining ESG, exploring your values and priorities, managing risk and finding the right investment strategy and navigating the pitfalls of greenwashing.
Financial planning for women
By 2025 it’s estimated that women will hold around 60% of the UK’s wealth but are less likely than men to seek out trusted and targeted guidance on managing pensions, investment and protection requirements. Some of the statistics are stark. Almost half of working women have no income protection and over half of women with dependent children have no life assurance. Meanwhile, the pension gender gap stands at around 40%, but 66% of those living alone over 70 are women.
Our Key Guide explores some of the specific financial planning challenges for women to help your clients focus their attention on making the most of their funds. Coverage includes identifying the financial planning challenge, cashflow planning, protection requirements, planning for retirement, saving and investing and planning for changing circumstances.
Making Tax Digital
Making Tax Digital (MTD) is part of HMRC’s long-term modernisation project. Under the MTD rules nearly all businesses and landlords will be required to digitally record tax-relevant data and to use MTD-compliant software to transfer the required information directly to HMRC’s systems. MTD is being introduced tax by tax, not by business size or type. Separate MTD reports will have to be submitted for each tax, but it may be possible for the MTD software to combine reports due around the same time into one submission process.
Our Key Guide coverage concentrates on MTD for VAT and income tax and sets out what is known about that section of the MTD project so far, while looking ahead to MTD for income tax self-assessment and for corporation tax.
Living abroad – the tax rules
Moving is a particularly complicated area where specialist help is essential, particularly around managing your financial affairs. The tax consequences of leaving the UK are complex so it is essential that you seek professional advice on most appropriate ways to minimise the tax impact.
Coverage in the Key Guide includes the implications of living abroad on income tax, capital gains and inheritance tax, managing your property at home, banking, savings and investments and understanding your residence status and what it means for tax planning.
Year end tax 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 with your personalised ‘Year End Tax Planning’ report including tips on income tax saving for couples, directors and employees, capital gains tax, pension tax and inheritance tax planning, tax-efficient investments and charitable giving.
