Tax communications packages

In April 2024, CGT and dividend tax-free allowances decreased.

Educate your share plan participants with our off-the-shelf tax packages, so they’re empowered to make the decisions that are right for them.

Tax communications packages
Illustration of someone using a laptop

The changes to the tax-free allowances for both CGT and dividend tax may cause share plan participants to have additional tax liabilities. For many, 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, to be sent at key points during the tax year.
  • Blog series containing 2 blogs, with designed banners and infographics.
From £950*

Premium package

Includes the Essentials package plus…

  • A video explaining what CGT and dividend tax are and the impact on share plan participants.
  • A tax filing how-to guide, outlining the options and a step-by-step process.
From £1,750*

* Listed costs are based on the packages as standard — the standard branding is illustrative based (see preview). Additional fees for bespoke branding, web hosting services and tailored content apply.

Not quite what you're looking for?

You know your organisation best. We can create a bespoke package tailored to your specific needs.

Customised content to address scenarios such as:

  • Paying particularly high dividends
  • A significant rise in your share price

Communications resources for offline colleagues

  • Posters, flyers, letters and brochures
  • Digital signage and townhall presentations

Digital solutions and management services

  • An online hub for your blogs and videos
  • Sending branded emails

Express your interest

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    Tax package choice:

    We can provide bespoke branding, web hosting services and tailored content.
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    Our tax communications packages are subject to our fair use policy.
    You can find a copy of our fair use policy here.

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