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:
Later life planning
Later life planning has become an increasingly important part of individual financial planning, driven by simple demographics: we are living longer than previous generations. With pension income and savings required to support people for longer, ensuring the right plans are in place for the long later phase of life is crucial. Holistic guidance that covers a range of issues, from using pension savings tax-efficiently to inheritance and care fees planning, is a vital area for clients to consider.
Coverage in the Key Guide includes planning fundamentals, income planning, life changes, the future of your estate and enjoying your later years.
Investing in VCTs and EISs
Over the years, governments have introduced a variety of schemes to stimulate investment
in new and small businesses. A key feature of all these schemes has been various types of
tax incentive designed to attract ‘patient capital’ from private investors. Such schemes have grown in popularity as pension allowance thresholds have been lowered over recent years. These schemes are highly complex and as high risk investment areas, require expert advice.
Our Key Guide covers the rules governing the three current schemes – venture capital trusts (VCTs), enterprise investment schemes (EISs) and seed enterprise investment schemes (SEISs) – including risk and reward, the tax reliefs and types of VCTs, EISs and SEISs.
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.
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.
