TAX ILLUSTRATION & PENSION PLANNING CHECK SERVICE
For those of you who don’t particularly enjoy paying more tax than necessary. This service exists for one reason: To show you, in pounds and pence, exactly how to reduce your income tax bill before 5 April.
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What’s included:
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✔ An estimated Self Assessment tax position for 2025–26 taking into account ALL Income streams.
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✔ Confirmation of whether additional tax is likely to be due.
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✔ A personalised calculation showing the optimal SIPP contribution to minimise or eliminate the tax bill entirely (where applicable).
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✔ A separate calculation to support Free Childcare Hours eligibility, if required.
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✔ A separate calculation to Reduce taxable income (including mitigating the effective 60% tax trap) and receiving a rebate.
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✔ Clear, written guidance from a UK-qualified accountant.​​
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INSTANT RESULT after submission.
WE ARE THE ONLY ACCOUNTANTS IN THE UK TO OFFER THIS SERVICE.
​​For a fixed fee of £49, this service provides a clear, accountant-prepared illustration of your 2025–26 Self Assessment tax position, based on the information you submit. We’ll confirm whether any additional tax is likely to be due and, where applicable, calculate the optimal private pension (SIPP) contribution needed to reduce your Self Assessment liability to as close to £0 as possible through pension tax relief. If maintaining eligibility for Free Childcare Hours is important to you, we’ll also confirm exactly how much you would need to contribute to your pension to reduce your Adjusted Net Income below £100,000 and support a valid claim. Perhaps you want to regain some of the 60% tax you fall into each year, we'' confirm exactly how much tax you'll save by making a contribution.
This gives you clarity, certainty, and time to act before the tax year ends.