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.
npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# 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 --- # Tax Planning Checklist — [Entity Type] — [Tax Year / Period] **Jurisdiction:** [UK / US / Other] **Entity type:** [Individual / Limited company / etc.] **Key thresholds to note:** [List relevant tax-year thresholds — e.g. personal allowance, basic rate band, VAT threshold] ---
- Required Inputs
- Output Structure
- Section 1: Income and Allowances
- Section 2: Pension and Retirement
- Section 3: Capital Gains Tax
- Section 4: Business Reliefs (UK Limited Companies)
- Section 5: VAT
- Section 6: Inheritance Tax and Estate Planning
- Section 7: ISAs and Tax-Efficient Wrappers
- Year-End Action Summary
- Quality Checks
- Anti-Patterns
- Example Trigger Phrases
What does the tax-planning-checklist skill do?
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.
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,255 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.