For the business. For the owner. Before the commitment.Our independence, explained
Planning BasisTAX PLANNING · RESEARCH & INSIGHT
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The Planning Basis reading room

Research for the decision
in front of you.

From the first question to the final scope. Explore the evidence before deciding what advice to buy.

12research areas153complete briefs

Put the research to work.

15 questions · Readiness

Are you prepared to buy advice?

Identify gaps and critical gates before committing.

Check your readiness →100-point framework · Scorecard

Compare evidence, not promises.

Put three candidates against the same criteria.

Open the scorecard →

01 / The research journey

Define the need

Questions, preparation and comparison

01 · 15 pages

Direct questions

Start with the questions that establish whether additional advice is needed.

Explore this area →02 · 14 pages

Do-it-yourself game plans

Organise the evidence, scope and delivery before buying a retainer.

Explore this area →03 · 12 pages

Comparisons

Compare engagements, providers and full costs against the same decision.

Explore this area →

02 / The research journey

Evaluate the evidence

Changes, capability and expert enquiry

04 · 12 pages

Regulatory news and changes

Identify which changes need a documented review with your adviser.

Explore this area →05 · 11 pages

Hiring signals

Separate advertised capability from what a vacancy cannot establish.

Explore this area →06 · 16 pages

Expert Q&A

Prepare an expert interview around the decisions and evidence that matter.

Explore this area →

03 / The research journey

Prepare to choose

Resources, readiness and adviser fit

07 · 13 pages

Video and podcast roundups

Choose listening and viewing around a specific owner decision.

Explore this area →08 · 12 pages

Readiness quiz

Check preparation, evidence and critical gates before committing.

Explore this area →09 · 13 pages

Scorecard

Compare three advisers against a common scope and documented evidence.

Explore this area →

04 / The research journey

Keep decisions moving

Briefings, market context and next steps

10 · 9 pages

Newsletter drafts

Read sample briefings for weekly, monthly and quarterly decisions.

Explore this area →11 · 12 pages

Market data and deal flow

Understand the scope and limitations of adjacent market evidence.

Explore this area →12 · 14 pages

Next steps

Choose the smallest adequate next step and assign responsibility.

Explore this area →