Tax Planning Advisory
Written advice, prepared for your circumstances
Your Tax Planning Advisory
This is what you have already agreed with us. The form gathers what we need to start.
What you receive
A personal advice page, password-protected and written for your circumstances specifically. It sets out your position, the options open to you, the figures behind each option and a clear forward plan for the tax year ahead.
A walkthrough call with your named adviser is included, and the page stays yours as a permanent written record.
What happens next
We confirm receipt and send your letter of engagement and invoice by email at the fee already quoted to you. Work begins on payment, and your page is ready within 5 working days. We then send your private access details and book your walkthrough call.
This form takes about 12 minutes. Approximate figures are fine throughout, and Not sure is always a real answer.
Your details
Used for your letter of engagement and invoice, so please use your full legal name.
Preferred way to reach you
Address and tax references
Your address goes on the engagement letter. The references help us check your HMRC position.
Are you UK resident for tax purposesUsually yes if you live and work in the UK
Work and pay
Approximate figures are fine. We confirm exact numbers together later.
How you earnSelect all that apply
Changed job or had a pay rise in the last 12 months
Benefits in kindSelect all that apply
Student loan being repaid
Pension
How you contribute changes the relief available and how far your income can be brought down.
How your workplace contributions are taken
Can your employer increase salary sacrifice or match extra contributions
Paid into a personal pension or SIPP this tax year
Total pension contributions in each of the last three tax yearsUnused allowance from earlier years can sometimes be carried forward
Family and childcare
These affect allowances, thresholds and the support you can claim.
Marital status
Your partner's approximate annual incomeChildcare and child benefit rules look at each parent
Children under 18
Childcare and family supportSelect all that apply
Other income and gains
Everything that counts towards your total income, even if small.
Any other incomeSelect all that apply
Shares, share schemes and investmentsSelect all that apply
Sold or planning to sell anything with a gainShares, crypto, property, this year or next
Gift Aid donations this tax year
Self Assessment status
Where you stand with HMRC today. Not sure is fine, we will check it.
Registered for Self Assessment
Your 2025/26 return
Earlier years all filed
Do you currently have an accountant or adviser
Any recent HMRC letters, tax code changes or underpayments
What matters most to you
This shapes where your adviser spends the most time.
Documents you can share
Nothing to upload today. This tells us what to ask for once work begins.
Which of these do you have to handSelect all that apply
Access to your HMRC personal tax account online
Timing, and one last thing
Your page comes first, then the call.
Is there a date this needs to be ready by
When you would like the walkthrough call once your page is ready
How did you find LOYALS
Confirm and begin
Four short confirmations, then we take it from here.
Thank you,
Your Tax Planning Advisory is under way. A confirmation is on its way to your email.
What happens next
We confirm receipt and send your letter of engagement and invoice by email the same working day (Monday to Saturday, 10am to 7pm).
Once payment clears we prepare your personal advice page, ready within 5 working days, reviewed by qualified accountants before it reaches you.
You receive your private access details and we book your walkthrough call.
We reply the same day, Monday to Saturday, 10am to 7pm.