A tax planning letter for individuals and company owners before the year end, with a rates table to update, detailed planning checklists and a client response form.
Accountancy practice – client documents
Year-End Tax Planning Letter and Checklist
About this document
A proactive letter inviting clients to review their tax position before the tax year end (5 April) or their company’s year end, with planning checklists for individuals and for companies, a rates table to update each year, and a response form to book a review.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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