Welcome — let's get started
Enter the email address you used when you signed up with AccTek. We'll pull your details across so you don't have to re-enter them.
Why we ask: Your advisory profile helps us spot tax-saving opportunities specific to your situation. We never share or sell this data. Anything you tell us here is covered by our standard professional confidentiality.
Which of these describe your work this year?
Tick everything that applies — most people select one but it's fine to choose more.
Which of those is your main role?
If you've selected more than one, tell us which is your primary income source.
Your employment
A few quick questions about your main salaried role.
Check your most recent payslip — it's usually shown next to your NI number.
Compensation structure
Do you receive RSUs, stock options, or share schemes? (tick all that apply)
Pension & benefits
Best estimate is fine — we'll firm it up at the next review.
Benefits-in-kind (tick all that apply)
Has HMRC issued you a P11D this year (or last year)?
Your locum work
A few questions about how you work as a locum — these drive the most valuable tax-planning recommendations.
How are you paid for locum work? (tick all that apply)
About your locum profile
Any unexpected codes like BR or 0T are worth flagging.
Any unexpected tax code changes from HMRC this year?
Pension & compliance
Have you received an HMRC Pension Savings Statement in the last 3 years?
If your pensionable pay exceeded £40-£60k in any tax year, NHS Pensions should send you one automatically.
Have you ever been notified of a pension Annual Allowance breach?
Your goals & current year
Tells us what you're working towards and what your tax year looks like — so our recommendations are relevant.
Your top financial priority
Expected one-off events this tax year
Tick anything that you might do in the next 12 months — even if not certain.
Current year income estimate
Best estimates only. We'll firm these up when your tax return is in progress. Round figures are completely fine.
Household & planning context
A few questions about your household — these unlock several tax-saving opportunities.
Do you (or your partner) currently claim Child Benefit?
Are you the higher earner in your household?
Do you make charitable donations under Gift Aid?
Almost done — how should we work together?
Final preferences and a quick consent for our AI advisory engine.
How often would you like proactive advisory updates?
AI advisory consent
What this means: Our AI engine analyses your data (only as you've shared with us) to spot tax-saving opportunities and compliance issues. A qualified accountant reviews everything before recommendations are sent to you. We never use your data for training AI models or share it with third parties.
Are you happy for AccTek to use AI in your advisory analysis?