Individual skill
tax-planning-checklist
Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces a checklist of considerations, common reliefs, and a review framework. Not a substitute for qualified tax advice.
plugins/pm-finance/skills/tax-planning-checklist/SKILL.md
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Nov 10, 2026
- License
- MIT
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# 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
Work from what is given. If any of these is missing, still produce the complete output: fill each gap with a reasonable assumption marked *(assumed, confirm)* and list those assumptions at the end. Ask a question first only when the core subject itself is missing (there is nothing to write about).
- **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)