WealthPrism
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WealthPrism

UK tax-planning intake

Tell us what’s happening.

Describe your situation in your own words — a share sale, a gift, an inheritance, a company you run. We read it, check what we understood with you, then ask exactly one question at a time until the figures are locked.

Or try one of these

  • One question at a time — each with its meaning, the jargon explained and the statutory limit.
  • Limits are shown, never enforced. A gift above the exemption is a fact, not an error.
  • Every report section carries an adviser verdict: ✓ clear, or ⚠ confirm with a professional.