Your Tax Strategy, Built for You A permanent, personalised plan — not a phone call you'll forget

Most accountants give you verbal advice in a meeting or a short letter summarising what was discussed. A week later, you've forgotten half of it. Our Tax Planning service delivers a permanent, structured strategy on a secure portal with your own login credentials. Every recommendation is colour-coded, every action step is written out, and every calculation is shown. You can come back to it whenever you need — before a financial decision, when briefing your solicitor, or when your circumstances change. It's yours to keep.

It's a secure, step-by-step form that takes about ten to fifteen minutes. You'll start with your basic details, then select which areas of tax planning apply to you, and the form will ask relevant follow-up questions based on your selections. It's designed to feel like a conversation, not an interrogation — and if you're not sure about an answer, there's always a "not sure" option. We'd rather you tell us what you know and let us work out the rest.

You won't pay anything upfront. After you complete the questionnaire, we review your answers within 48 hours and send you a fixed-price invoice based on the complexity of your situation. Straightforward single-area plans start from £297, and most clients fall in the £297–£497 range. For more complex situations involving multiple tax types or international elements, fees are higher but always quoted before work begins. You see the exact price and decide whether to proceed — no surprises, no hidden charges.

Your strategy is prepared by LOYALS' team of ICAEW chartered accountants and tax advisers. We don't outsource and we don't use templates — every plan is built around your specific circumstances, figures, and goals. The same team who create your strategy are available during your 30-day support window to answer questions and clarify recommendations.

You'll receive an email with your unique login credentials and a covering note explaining how to access and use your strategy. From that point, you have 30 days to email us with any questions, clarifications, or follow-ups — there's no extra charge for this. After the support window closes, your portal remains accessible permanently. If your circumstances change significantly in the future, we can update your strategy as a new engagement.

Absolutely — and it's one of the main advantages of our Tax Planning service. Because we've already analysed your full tax position, preparing your Self Assessment tax return is faster and more accurate. Tax Planning clients receive a discounted rate on their annual return, and your strategy will include specific recommended rates for any accountancy or legal services it references. It creates a natural, ongoing relationship where everything stays consistent and nothing falls through the cracks.

Completely. LOYALS operates under ICAEW professional standards and full UK GDPR compliance. All information you provide is treated as strictly confidential and is used only for preparing your tax strategy. Your portal is protected with unique login credentials, and we never share your data with any third party. A clear confidentiality statement appears at the start of the questionnaire before you enter any information.

Yes. Each tax type comes with a plain-English description — you don't need to know the technical terms, just recognise your situation. If you're genuinely unsure, select the closest match and tell us in the open comments field at the end of the form. Our scoping review will identify exactly what's relevant and we'll only charge you for the areas that apply.