Tax Planning Checklist

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name: tax-planning-checklist
description: "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."
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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

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

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# Tax Planning Checklist — [Entity Type] — [Tax Year / Period]… load the full skill through Skill Me