Tax communications packages

In April 2024, tax-free allowances for CGT and dividends were reduced, followed by an increase in CGT rates in October.

Educate your share plan participants with our ready-to-go tax communications packages, so they understand these changes and are empowered to make decisions that are right for them.

Tax communications packages
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The changes to both CGT and dividend tax may cause share plan participants to have additional tax liabilities. For many, tax planning is therefore crucial. For others, filling out a self-assessment may be new and therefore daunting.

Yet the underlying message should be a positive one: participating in your share plan and sharing in your organisation's future has created wealth for the participants.

Fulfil your duty of care, make their experience easier, and reduce the number of queries you'll receive with our tax communications packages.

Essentials package

Includes all of this…

  • Email journey containing 4 emails with designed banners. To be sent at key points during the tax year.
  • Blog series containing 2 blogs, with designed banners.
  • An accompanying communications guide to help you use the package effectively and maximise its impact.
From £1,250*

Premium package

Includes the Essentials package plus…

  • Video series containing 2 animated videos explaining CGT and dividend tax.
  • A guide to understanding and calculating CGT liability.
  • A guide to tax-planning options.
  • A filing how-to guide, outlining the options and a step-by-step process.
From £2,950*

* Prices are based on our standard branding (see preview). A tailored approach to apply your logo, colours and font is available for an additional fee.

Make it uniquely yours!

Many companies have found our standard and tailored packages a valuable addition to their existing communications. Yet we understand every organisation is unique – so you can make your standard package bespoke, crafted to fit your specific requirements, including:

Customised content

  • Targeted messaging for your specific circumstances and share plans

Personalised branding

  • Fully branded to align with your organisation's identity

Expanded communication resources

  • Posters, flyers, letters and brochures
  • Digital signage and presentations for town halls
  • Financial education, including webinars, blogs and videos

Digital solutions and management services

  • An on-demand online hub to house all communications and more
  • Interactive calculators and modelling tools
  • Branded email campaigns sent on your behalf throughout the year

Express your interest

    Your details:

    Tax package of interest:

    Type of customisation:

    Preferred payment method:

    Is there anything else you would like us to be aware of?

    Next steps…


    Our tax communications packages are subject to our T&Cs.

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