Tax Planning Checklist Skill

Produces a structured tax planning review framework — identifying common reliefs, year-end planning opportunities, and potential gaps. Always recommend a qualified tax adviser for implementation.

WARNING: Tax law changes frequently and varies by jurisdiction. This checklist produces a framework for discussion, not tax advice. Always verify with a qualified accountant or tax adviser before taking action.

Required Inputs

Ask the user for these if not provided:

• Entity type (individual / sole trader / limited company / partnership / trust)
• Jurisdiction (UK / US / EU / Other — defaults to UK if unspecified)
• Approximate income or revenue (to identify relevant thresholds)
• Key concerns (optional — e.g. capital gains, pension, inheritance, R&D credits)
• Time horizon (year-end planning / ongoing / specific event like sale or exit)

Output Structure