Annual Review · $320
Know where you stand,
before the year slips by
A once-a-year conversation that gives you a clear picture of your tax position — what you're entitled to, what's worth acting on, and what you can set aside with confidence.
What This Offers You
A year that feels considered, not scrambled
The Annual Tax Planning Review is designed for individuals who'd prefer to think through their tax situation at a calm pace — not in a last-minute rush when deadlines are close. By the end of the session, you'll have a clear, written picture of your position: the allowances available to you, the decisions worth considering, and the ones that can wait.
Full picture, clearly laid out
You'll understand your tax position without needing to decode it yourself — we explain it in plain terms.
Written summary included
After the session you receive a written record you can refer to throughout the year, at no extra charge.
No ongoing obligation
This is a one-time session. You decide afterwards whether you'd like further support — there's no automatic commitment.
A Common Situation
Tax tends to feel like something you'll deal with later
For most people, tax planning isn't something that gets much attention until filing time arrives — and by then, many of the options worth considering have already closed. The allowances were available, the timing was there, but no one mentioned it until it was too late.
It's not a failure of effort. There's simply a lot to keep track of, and the rules aren't written to be easy to follow. Most individuals have no reliable way of knowing what applies to their situation without spending considerable time reading material that wasn't written with them in mind.
A once-a-year review changes that. Instead of navigating it alone at the last moment, you start the year with a clear map.
Unused allowances
Many individuals never claim the reliefs they're entitled to, simply because no one explained them clearly enough to act on.
Timing matters more than most realise
Several planning decisions only work within the tax year. Identifying them early makes them usable. Finding out in April is usually too late.
Complexity adds up quietly
A mix of income sources, savings, property, or self-employment creates a picture that can be hard to read without some structured support.
How This Works
One clear session, built around your situation
The Annual Tax Planning Review isn't a generic checklist run through quickly. We take time before the session to understand your income sources, financial circumstances, and any changes during the year — so the conversation is relevant to you, not just to tax rules in general.
Before the session
We'll ask you a few straightforward questions about your situation — income, savings, any property or investments, and anything that changed this year. Nothing complicated; just enough to prepare something useful.
During the session
We work through your position together — the allowances and reliefs relevant to you, areas where planning ahead makes a difference, and any questions you've been carrying. The pace is yours to set.
The written summary
After the session, you receive a written record of what was covered — what applies to you, what options are available, and any actions worth considering. Clear, specific, and yours to keep.
After the review
You can refer to the summary whenever you need it throughout the year. If circumstances change significantly, we're easy to reach. There's no obligation to book another session until you feel it would be useful.
What to Expect
A conversation, not an interrogation
The session typically runs between 60 and 90 minutes, conducted at a pace that suits you. There's no jargon left unexplained, no assumption that you already know the terminology, and no hurry to get through a fixed agenda. If something isn't clear, we'll approach it from a different direction until it is.
You'll feel genuinely heard
We start by listening. Your circumstances, your questions, your concerns — before anything else. The review is shaped around what matters to you.
Things will be explained clearly
Every term, every option, every piece of guidance — explained in language you can follow. Not simplified to the point of being useless, but never unnecessarily technical either.
You'll leave with something concrete
Not just a good feeling about having ticked a box, but a clear written record of your position and the options available — something you can actually use.
The year ahead will feel more settled
Knowing your position removes a low-level background concern many people carry for months. That's something worth quite a bit on its own.
The Investment
Transparent pricing, nothing hidden
Annual Tax Planning Review
One complete session with written summary
$320
one-time fee
What's included
- Pre-session intake to understand your income, circumstances, and questions
- 60–90 minute planning session, at a pace that works for you
- Review of allowances and reliefs relevant to your specific situation
- Identification of timing-sensitive planning opportunities for the current year
- Written summary delivered after the session — clear, specific, and yours to keep
- A follow-up question via email within two weeks of the session, at no extra cost
The $320 fee covers the full session and written summary. There are no additional charges for the intake process or the follow-up question. If your situation is particularly involved, we'll let you know in advance if any additional time would be helpful before proceeding.
How It Holds Up
A structured approach, applied carefully
The review follows a consistent framework — working through income sources, applicable allowances, timing-sensitive decisions, and any life changes that carry planning implications — but the substance of every session is specific to the individual.
01
Understand first
We gather your information properly before the session, so the conversation can cover what actually matters rather than basic fact-finding.
02
Apply specifically
Allowances and reliefs are only useful when they're relevant to your situation. We focus on what applies, not an exhaustive list of everything that exists.
03
Document clearly
The written summary is the record of what was covered and what options are open to you. It's written in plain language, not professional shorthand.
Realistic expectations
The Annual Tax Planning Review gives you a clear, informed picture of your position — and that's genuinely valuable. What it isn't is a guarantee of a specific financial outcome. Allowances and reliefs depend on individual circumstances and applicable rules, both of which can change. We'll always be honest about what's realistic for your situation.
Our Commitment
We take the session seriously, because your time is worth that
If the session doesn't feel thorough, relevant, or clear — we'd genuinely want to know. We'll address any gaps, clarify anything that wasn't explained well, or arrange a follow-up conversation at no additional charge. The written summary is part of the service and isn't an afterthought; it goes out within two working days of the session.
Clarity, not complexity
We won't leave you more confused than when you arrived. If something isn't landing, we approach it differently.
Summary within 2 working days
You won't be waiting weeks for the written record. It comes through promptly while the session is still fresh.
One follow-up question included
If something comes to mind in the days after the session, you can send a question by email — it's part of the package.
Getting Started
There's not much to it
Getting in touch is the only step that requires any effort from you at this point. From there, we handle the arrangement.
Send a message
Use the contact form to introduce yourself and mention a little about your situation. There's no required format — write as much or as little as feels natural.
We'll arrange a time
We'll respond within one business day to suggest a few times that work. Sessions are conducted remotely, so there's no travel involved on your part.
Short intake beforehand
Before the session, we'll send a brief set of questions about your situation — nothing onerous, just enough to make the session genuinely useful from the start.
The session, then the summary
The review takes place at the agreed time. Within two working days, the written summary arrives in your inbox — and you're set for the year.
Annual Tax Planning Review
Start the year knowing where you stand
One session. A written summary. A year that feels considered rather than reactive. If that sounds worthwhile, we'd be glad to hear from you.
Other Services
Other ways to work with Sumwise
Life Events · $280
Life-Change Planning Session
Tailored guidance around a property sale, an inheritance, or a change in employment — with a written summary of the considerations involved.
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Year-Round · $95 / month
Year-Round Planning Partnership
Ongoing access to an adviser through the year, with seasonal check-ins and prompt answers to questions as they come up.
Learn more →