Tax Planning Road Map 2017-18

A comprehensive support pack for practitioners offering tax advice in the UK

This is not a text book. The main document is a 6,000 word booklet that explains, or reveals, tax planning opportunities in an easy to read format. It is accompanied by abridged versions covering: personal tax, business tax and property tax issues. There are also numerous support documents that will ease the pain of contacting clients, prospects and referral sources about year end planning issues. There is even copy to explain the benefits of planning to staff. This support pack should provide all you need to wake up the team and consider opportunities for selling planning consultancy to clients, and much more...

We have also extracted all the planning check lists and created a "Tax planning check lists 2017-18" that can be used as reference material by staff. This booklet contains over 70 planning points (3,500 words).

Download support pack here

An open license to use the material in this pack is available for a one-off payment of £85 plus VAT

Documents included in the bundle
2017-18
A Word copy of the Tax Planning Road Map 2017-18. Includes detailed notes and check lists.
Abridged versions that highlight the main points for three distinct client groups: personal, business and property owner clients.
Draft email/letter to clients, prospects and referral sources
A consolidated Tax planning check list for 2017-18
Marketing ideas to promote tax planning during 2017-18

100% Guarantee: if you are unable to use any of the documents we will refund the cost in full if notified within 7 days of purchase.

Disclaimer: Landmark Regions UK Ltd has used reasonable care and skill in assembling the information in the document(s) scheduled for download from this page. Information or advice implied cannot be tailored to all personal circumstances or particular situations. There may also be factors relevant to your particular clients which fall outside the scope of some or all of the downloads. Accordingly, the material sold on this page, and in the documents listed, do not constitute personal advice. You should not rely solely on this material to make (or refrain from making) any decision or take (or refrain from taking) any action on behalf of clients or other business contacts. Legislation changes frequently and any material in the downloadable documents covers all known changes to the date of upload. The content should be reviewed and amended accordingly to accommodate changes since upload. Finally, we take care to spell check and proof read the documents, but inevitably, mistakes slip through the net. It would help us to maintain the integrity of the files if you could email any mistakes, inaccuracies or other matters that you feel should be drawn to our attention to bob@landmarkpd.co.uk.

 

Download support pack here

An open license to use the material in this pack is available for a one-off payment of £85 plus VAT