LOYALS

Personal Tax Strategy Review

Written advice, prepared for your circumstances

London accountants About 10 minutes
Step 1 of 11 Welcome

Your Personal Tax Strategy Review

This is what you have already agreed. The form gathers what we need to start.

What you receive

A personal advice page, password-protected and written for your circumstances specifically. It covers how your RSUs are treated at vesting and at sale, the effect of earning above £100,000, pension and tax-efficient planning, what Self Assessment requires of you, and a forward plan.

A walkthrough call with your named adviser is included, and the page stays yours as a permanent written record.

The fee

£950 + VATFixed, agreed before anything starts. Nothing added later.

What happens next

We confirm receipt and send your invoice with payment instructions the same working day. 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 10 minutes. Approximate figures are fine throughout.

Your details

So we can reach you and send your invoice.

Please enter your full name
Please enter a valid email address
Please enter a valid UK mobile number

Preferred way to reach youOptional

Email
Phone
WhatsApp

Employment and pay

Approximate figures are fine. We confirm exact numbers together later.

Please enter an approximate figure

Benefits in kindSelect all that apply

Private medical
Company car
Other
None

Your RSUs

Five quick questions. Approximate is fine, and Not sure is a real answer.

How often do they vest

Monthly
Quarterly
Twice a year
Annually
It varies

Approximate value vesting this tax year

Under £25k
£25k – £50k
£50k – £100k
Over £100k
Not sure

Broker platform

Schwab
Fidelity
Morgan Stanley
E*TRADE
Computershare
Other

Does your employer sell shares to cover the tax at vesting

Yes
No
Not sure

What you do with the rest

Hold mostKeep the shares
Sell mostStraight away
A mixSome of each

Sales, gains and other investments

This tells us what needs reporting and where gains may arise.

Sold any shares this tax year or last

Yes
No
Not sure

Do you have records of the share value at each vest dateThese set the cost for working out any gain on sale

Yes
Partially
No

W-8BEN filed with your brokerThe form that reduces US tax withheld on dividends

Yes
No
Not sure

Do you also have any of theseSelect all that apply

ESPP
Share options
Crypto
Rental property
Investments outside an ISA
None of these

Pension

How you contribute changes the relief available to you.

How your contributions are taken

Salary sacrificeGiven up from your pay before tax and National Insurance
From gross payTaken before tax under a net pay arrangement
After taxTaken from your take-home pay, with relief added by the provider
Not sureWe can check this from a payslip
A percentage or amount is fine, approximate is fine

Paid into a personal pension or SIPP this tax year

Yes
No

Household and other income

These affect allowances, thresholds and what has to be reported.

Marital status

Married or civil partnership
Single
Prefer not to say

Children under 18

Yes
No

Any other incomeSelect all that apply

Dividends
Savings interest
Rental income
Side income or self-employment
Foreign income
None

Student loan being repaid

Yes
No
Not sure

Self Assessment status

Where you stand with HMRC today. Not sure is fine, we will check it.

Registered for Self Assessment

Yes — I know my UTR
Yes — but I cannot find my UTR
No
Not sure

Your 2025/26 return

Filed
Not filed yet
Was not required
Not sure

Earlier years all filed

Yes
No
Not sure

Any recent HMRC letters or tax code changes

Yes
No

What matters most to you

This shapes where your adviser spends the most time.

Getting RSU tax right at vesting and sale
Reducing the impact of earning over £100k
Pension and tax-efficient planning
Getting Self Assessment right
Ongoing advice as my earnings develop

Timing, and one last thing

Your page comes first, then the call.

When you would like the walkthrough call once your page is ready

As soon as it is ready
Within a couple of weeks
Flexible on timing

How did you find LOYALS

Google search
ChatGPT or another AI assistant
Recommendation
Other

Confirm and begin

Four short confirmations, then we take it from here.

Something went wrong — try again, or WhatsApp us on 07450 258975
I understand the review fee is £950 + VAT, fixed, payable before the advice is prepared. Your invoice with payment instructions follows this form.
I have read and accept the privacy policy.
I consent to identity checks, which are required of all accountants before advice is given. A secure link follows after payment — there is nothing to upload today.
The figures I have given are accurate to the best of my knowledge. I understand the advice is based on the information provided, and that the key figures are confirmed together on the walkthrough call.

Thank you,

Your Personal Tax Strategy Review is under way. A confirmation is on its way to your email.

What happens next

1

We confirm receipt and send your invoice with payment instructions by email the same working day (Monday–Saturday, 10am–7pm).

2

Once payment clears we prepare your personal advice page — ready within 5 working days, reviewed by qualified accountants as part of our service before it reaches you.

3

You receive your private access details and we book your walkthrough call.

We reply the same day, Monday–Saturday, 10am–7pm.

Secure — used only to prepare your review