Brexit planning with clients

Whichever side of the Brexit debate you support, there does seem to be an inevitability about the UK’s severance from the EU March 2019. For better or worse we are going to have to deal with the consequences.

Hopefully, the date set to thrash out the details will be completed in November and we will be able to see the wood for the trees. Based on this assumption, I am now planning to write a comprehensive planning bundle for practitioners that they can use to support clients through the Brexit transition.

My feeling is that whatever shade of Brexit is finally agreed there will be a down-side bump in economic activity as we adjust.

What will the Brexit Planner consist of?

My initial thoughts are focusing on the following elements:

  • Recession planning – consultancy you can offer now to improve business fitness in readiness for the likely downturn in activity next year. This would include fact sheets written for clients promoting this service and copy that you could add to your website and promote through social media.
  • A simple risk assessment calculator that you could display on your website that would help website visitors assess their post-Brexit risks, and consequently, their need to contact you for advice.
  • More detailed, but still easy to read, fact sheets that you could offer clients who import or export to suppliers and customers in the EU, and will need to change their systems accordingly.
  • A less business orientated fact sheet that advises UK residents what Brexit will mean in practice for them: the need for visas, passport changes, driving in the EU etc.
  • A similar fact sheet for ex-pats presently living in the EU, or UK residents with property in the EU.
  • Depending on the terms of exit, a number of specialist fact sheets to support clients, for example those involved in transport of goods to the EU.
  • A fairly detailed summary of what Brexit means for accountants. It will include a round up of the major changes, and more importantly in my opinion, the promotion of opportunities to step in and support clients. This will be a resource to bring partners and staff up-to-date.
  • I will reshape the various fact sheets into articles that can be used as copy for websites and blogs.
  • A bibliography with links to GOV.UK source material, so you have all your background material accessible from one place.
  • I will be producing a “Brexit – for better or worse” video as part of Landmark’s Tax Box service in the first week of January 2019, the generic version will be made available to Brexit Planner buyers as iFrame code. This can be added to your website.

All of the above will be accessible via a dedicated Brexit Planner dashboard. In this way I can quickly update any changes to material provided.

What I need from you

Based on the above notes, what have I missed? Are there any other resources you would like me to produce?

Email me with your thoughts and suggestions.


Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

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