Tax Year-End: When Paraplanners Become Superheroes

As the end of the tax year approaches, financial advisers are often inundated with client requests and last-minute planning opportunities. Managing this surge while maintaining a high standard of client service can be challenging.

That’s why we’ve launched our pay as you go service – providing the additional capacity when you need it most.

We know time is of the essence during tax year-end. Our fast track process ensures you can hit the ground running in 24 hours.

  1. Initial Call: We’ll schedule a brief call to understand your needs, tools, and processes.
  2. Access Setup: You provide access to the client folder and any relevant documentation.
  3. Case Request: Call or email us when a new case comes in.
  4. Quick Turnaround: We draft the necessary letter and calculations, ready to go on your letterhead.

Our support is ideal for solo IFAs who need additional support at certain times of the year as well as medium and larger teams that require additional capacity at peak demand.

Whether you’re juggling ISA top ups, working out pension contributions and calculations for carry forward allowances, managing VCT investments, calculating EIS relief or ensuring best use of tax allowances – we’re here.

Our pay-as-you-go setup requires only a £500+VAT minimum spend before 5th April, making it a flexible solution for tackling overflow or backlogs without long-term commitments.

Focus on what matters, with scalable support and expertise you can trust from Parafinity.

Considering Long-Term Support?

If you find our service valuable, why not make it a permanent part of your business? Clients who sign up for a 12-month contract after using our tax year-end support will receive a discount on their first six months.

Ready to Get Started?

Click here to download our price guide and book a call to get started.

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