Meeting Notes Summariser
Turn rough meeting notes into a structured summary, action list, and follow-up email.
Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.
MEETING SUMMARY Date: 2026-06-21 Client: Client Attendees: Adviser, Client KEY TOPICS 1. Discussed 2026/27 tax planning and dividend timing. 2. Agreed adviser to calculate salary/dividend options by next Friday. 3. Client will send updated management accounts and pension statement. 4. Decision: review employer pension contribution before year end. DECISIONS MADE - Agreed adviser to calculate salary/dividend options by next Friday. - Decision: review employer pension contribution before year end. ACTION ITEMS - Agreed adviser to calculate salary/dividend options by next Friday. - Client will send updated management accounts and pension statement. - Follow up call needed in two weeks. FOLLOW-UP EMAIL Hi Client, Thank you for your time today. Following our meeting on 21/06/2026, the main points were: - Discussed 2026/27 tax planning and dividend timing. - Agreed adviser to calculate salary/dividend options by next Friday. - Client will send updated management accounts and pension statement. - Decision: review employer pension contribution before year end. The next actions are: - Agreed adviser to calculate salary/dividend options by next Friday. - Client will send updated management accounts and pension statement. - Follow up call needed in two weeks. Best regards, Your adviser Compliance note: This summary is a working draft for adviser review. Check accuracy against the original notes and confirm any client-facing wording against FCA, HMRC and professional-body requirements before sending.