Ten tax planning points to raise with clients

TAX PLANNING

clock

Tim Hills, financial planner at JLT Wealth Management, runs through the key tax discussions you need to have with your clients...

Most clients have ample opportunity to keep more of their hard-earned wealth, using well established and non-contentious plans that will never appear on HM Revenue & Customs’ (HMRC) radar. But how many clients use all that is available to them? The following are some questions that may be useful to use with new clients, as well as to reinforce and refine plans for existing clients. 1 Rates Do you both pay the same rate of income tax? If not, is it possible to rebalance incomes so that this can be achieved, thereby making the most of the available personal (and age) allowances? ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read