Year End Tax Planning Guide

Easy way to communicate with your clients

Example copy of the Mercia Year End Tax Planning Guide

Year End Tax Planning Guide

Packed full of content to provide you with the opportunity to communicate with your clients.

Release date Tuesday 6 February


Contents include:


  • Keep up to date with pension planning opportunities
  • Rates and allowances
  • Tax and the family
  • Family companies: assess profit extraction strategy
  • Unincorporated businesses: plan for major change
  • Tax-efficient investments
  • Capital gains
  • Use Gift Aid effectively
  • Checklist

*membership discounts may apply and all prices are subject to VAT where applicable

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Digital Versions


  • A4 file size
  • Can be used digitally as an attachment on an email or as a link on your website
  • Quality is good enough for home or office printing
  • Your firm’s colours included
  • Delivered as PDF document for £245

Content Only:

  • Tailor the content to include an opinion or personalise with contact details
  • Use the articles to post via Social Media & Blogs
  • Delivered as Word document for £215


To place an order, simply input your contact information and a member of the team will be in touch: