It happens more than you’d think. The client doesn’t mention their student loan, because they’ve forgotten, never paid before, or assumed it wouldn’t apply.
You build the plan, finalise drawings… and then find out too late.
That’s where proactive discovery makes all the difference.
With Tax Torch, you can record loans upfront and see the impact instantly. You’ll know if their drawings will trigger repayments, how much it adds to the tax bill, and whether anything needs adjusting while there’s still time to act.
