Technical Paraplanning Services
Partnering with financial advisers on complex HNW client cases. Whether you need support with a single high-value case or an ongoing technical partner, PRISM.T provides specialist technical paraplanning tailored to the way your firm works.
Partnering with financial advisers on complex HNW client cases. Whether you need support with a single high-value case or an ongoing technical partner, PRISM.T provides specialist technical paraplanning tailored to the way your firm works.
— SERVICES
— SERVICES
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When to engage us
When cases become complex
Advisers engage us when capacity runs low, when the technical heavy lifting takes up too much time, or when they need a trusted sounding board to sense check strategies. Whether it's preparing for a high-value pitch, winning new business, or retaining your key clients, we provide the tailored support you need to move forward with confidence.
Typical scenarios include
Complex Tax Planning • Interacting tax regimes (Income Tax, CGT & IHT) • Tax-efficient strategies for high earners • Complex share schemes (CSOP, EMI, SIP, RSUs) Pension Complexity • Pension restructuring ahead of new IHT rules • Annual Allowance & Tapering issues • Navigating LSA & LSDBA rules • Transitional Protections & TTFAC • Drawdown & decumulation strategies Trust, IHT & Estate Planning • Absolute, Discretionary & IIP Trusts • DGT & Loan Trust strategies • 10-year Periodic & Exit Charges • Business Relief (BR) planning • Estate & intergenerational planning Business Owner Planning • Pre-liquidity tax structuring • Post-sale wealth extraction • Tax-efficient exit strategies Specialist Investments • EIS, SEIS & VCT investment strategy • Onshore & Offshore Bond planning • Bond gains, withdrawals & Top Slicing Relief Strategic & Commercial Support • Strategy validation & second opinions • Technical support for HNW client pitches • Existing HNW client opportunity reviews • Technical training to upscale team
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When to engage us
When cases become complex
Advisers engage us when capacity runs low, when the technical heavy lifting takes up too much time, or when they need a trusted sounding board to sense check strategies. Whether it's preparing for a high-value pitch, winning new business, or retaining your key clients, we provide the tailored support you need to move forward with confidence.
Typical scenarios include
Complex Tax Planning • Interacting tax regimes (IT, CGT & IHT) • Tax-efficient strategies for high earners • Share schemes (CSOP, EMI, SIP, RSUs) Pension Complexity • Pension startegy ahead of new IHT rules • Annual Allowance & Tapering issues • Navigating LSA & LSDBA rules • Transitional Protections & TTFAC • Drawdown & decumulation strategies Trust, IHT & Estate Planning • Absolute, Discretionary & IIP Trusts • DGT & Loan Trust strategies • 10-year Periodic & Exit Charges • Business Relief (BR) planning • Estate & intergenerational planning Business Owner Planning • Pre-liquidity tax structuring • Post-sale wealth extraction • Tax-efficient exit strategies Specialist Investments • EIS, SEIS & VCT investment strategy • Onshore & Offshore Bond planning • Bond gains, withdrawals & Top Slicing Strategic & Commercial Support • Strategy validation & second opinions • Technical support for HNW client pitches • Existing HNW client opportunity reviews • Technical training to upscale team
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How we work
Your technical co-pilot
Every engagement begins with a discussion around your client's circumstances, their objectives and where you need support. Some advisers involve us before a planning strategy has been agreed. Others engage us to validate recommendations, prepare complex suitability reports or provide additional technical capacity. We adapt to the way your firm works—behind the scenes or alongside you, providing specialist technical expertise whenever you need it, while you remain in control of the client relationship.
●
How we work
Your technical co-pilot
Every engagement begins with a discussion around your client's circumstances, their objectives and where you need support. Some advisers involve us before a planning strategy has been agreed. Others engage us to validate recommendations, prepare complex suitability reports or provide additional technical capacity. We adapt to the way your firm works—behind the scenes or alongside you, providing specialist technical expertise whenever you need it, while you remain in control of the client relationship.
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What we deliver
Practical support, tailored to every case.
Every engagement is tailored to your requirements. Whether you need support with strategy design, technical validation, suitability reporting or ongoing technical capacity, we adapt our involvement to complement the way your firm works.
What you receive
• For the Adviser: Technical briefings, meeting materials, strategy options, complex calculations and an experienced technical sounding board. • For the Client: Clear strategy summaries and suitability reports that translate complex financial planning into advice clients can understand with confidence. • For the File: Technically robust suitability reports, alternative strategy analysis, supporting calculations and compliance-ready documentation. • In the Room: Technical support during complex client meetings, collaboration with other professional advisers and targeted technical training where required.
●
What we deliver
Practical support, tailored to every case.
Every engagement is tailored to your requirements. Whether you need support with strategy design, technical validation, suitability reporting or ongoing technical capacity, we adapt our involvement to complement the way your firm works.
What you receive
• For the Adviser: Technical briefings, meeting materials, strategy options, complex calculations and an experienced technical sounding board. • For the Client: Clear strategy summaries and suitability reports that translate complex financial planning into advice clients can understand with confidence. • For the File: Technically robust suitability reports, alternative strategy analysis, supporting calculations and compliance-ready documentation. • In the Room: Technical support during complex client meetings, collaboration with other professional advisers and targeted technical training where required.
— ENGAGEMENT
Flexible support, transparent pricing.
Flexible support, transparent pricing.
Whether you need support on a single complex case or ongoing technical capacity, we offer two simple ways to work together.
Standalone Projects
Perfect for one-off complex cases.
• Fixed-fee pricing agreed upfront
• Typical fees from £350–£850
• No ongoing commitment
PRISM.Tailored Retainers
Designed for firms requiring ongoing technical support.
• Dedicated monthly technical capacity
• Preferential project pricing
• Priority turnaround
• One-month credit rollover
• Complimentary strategy catch-up
• Flexible monthly plans
Looking for detailed pricing?
Our Pricing Guide explains our standalone project fees and PRISM.Tailored Retainers in full. Get in touch to request a copy or discuss the most suitable option for your firm.