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.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• 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) — optional — e.g. capital gains, pension, inheritance, R&D credits
• Time horizon — year-end planning / ongoing / specific event like sale or exit

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