Guides you step by step to the most effective tax planning solutions for your client, providing everything you need to implement the advice.

Key areas covered:

Starting a business
Growing a business
Dividing a business
Leaving a business
CGT planning
IHT planning

How does the service work?

Tax Planner Interactive assists you by:

1. Identifying the problem
2. Offering the solution
3. Telling you exactly how and when to put the solution into practice

Simply select the area where planning is required, answer a few yes/no questions and the software will lead you to the best tax planning solution for your client, providing you with step-by-step guidance on how to put the solution into practice.

What practical assistance does the service offer?

Once you've arrived at a solution, Tax Planner Interactive provides you with:
A summary of the suggested planning, including worked examples to demonstrate particular points
An automatically generated, customisable client letter which outlines the proposed tax planning
A checklist detailing every step you need to take, helping you to ensure that all deadlines are met
Numerous useful links to HMRC guidance, forms and relevant case law
A list of tips and traps to make sure you successfully implement the planning and avoid any problems or common pitfalls
Legislation and guidance