Weekly Insights

TAX & DEVELOPMENT IDEAS BY BOB EDWARDS

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specialist accountancy services

Do you offer specialist services?

By Bob Edwards / 7th June 2018
Posted in

I am receiving more and more requests from practitioners for help with specialist services: R&D relief, capital allowances, CGT, IHT

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man typing on laptop

Life after the 25th

By Bob Edwards / 24th May 2018
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Comments made recently by the ICO seem to suggest a light touch approach to enforcement of the GDPR following the

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GDPR preparation for accountants

STEP 12 – the Technical and Organisation Security Measures (TOSM)

By Bob Edwards / 24th May 2018
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For me, this is the most daunting part of the compliance process. Definitely outside my comfort zone. Still work to

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GDPR preparation for accountants

STEP 11a and 11b record of data breaches

By Bob Edwards / 24th May 2018
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From a GDPR perspective, data breaches are our worst nightmare. By accessing our systems, hackers and the like gain access

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GDPR preparation for accountants

STEP 10 – requests from data subjects

By Bob Edwards / 24th May 2018
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Action is only required here when you receive a formal request from a data subject for details of the personal

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GDPR preparation for accountants

STEP 9 – 3rd party contracts

By Bob Edwards / 24th May 2018
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This section of the Workbook deals with issues arising from the placement of personal data under your control with 3rd

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ACCA to promote our GDPR workbook

By Bob Edwards / 3rd May 2018
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I submitted details of our GDPR workbook, guides and other documentation to the ACCA earlier in the year and I

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GDPR preparation for accountants

STEP 8 – Security Awareness Log

By Bob Edwards / 30th April 2018
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Step 8 of our workbook records that your staff have read and acknowledged their responsibilities under the GDPR by reading

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GDPR assessment for accountants

One month to go, are you compliant?

By Bob Edwards / 25th April 2018
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Seems appropriate to post a reminder to my lists today. For those practitioners who have not yet bitten the bullet,

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GDPR preparation for accountants

STEP 7: Marketing Consent

By Bob Edwards / 19th April 2018
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Sheet 7 of the GDPR Workbook covers the gritty subject of consent. It is a checklist recording that you have

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GDPR assessment for accountants

GDPR – the real threat to professional firms

By Bob Edwards / 8th April 2018
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This is an article I wrote for ACCA’s In Practice publication, (to be included in the April 2018 edition). The

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GDPR preparation for accountants

STEP 6 – create Client Agreement Notice…

By Bob Edwards / 8th April 2018
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The GDPR requires that we are conscious of the terms we agree with persons who share their personal data with

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Taxes

Complimentary access to our 2018-19 planning video

By Bob Edwards / 3rd April 2018
Posted in

I have just produced the April 2018 video in our TaxBox series. The title is Taxing Times and it highlights

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Taxes

2018-19 video content for your website

By Bob Edwards / 28th March 2018
Posted in

I have just produced the April 2018 video in our TaxBox series. The title is Taxing Times and it highlights

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GDPR preparation for accountants

STEP 5 – create a privacy notice for your employee contracts

By Bob Edwards / 25th March 2018
Posted in

This week my GDPR chore was to edit the Privacy Notice in the Workbook and incorporate the finished document into

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