Our support packs are all written by Bob Edwards FCCA, our founder director. You have two buying choices:

You can select individual publications and purchase by credit card, or you can take out a Landmark Tax Library subscription and access all our Tax Library packs for 2017-18. We offer a 50% discount to Tax Library subscribers.

TAX LIBRARY PUBLICATIONS 2017-18

All of our publications are provided in Word format unless otherwise indicated. Material can be rebranded and edited with no copyright restrictions.

Criminal Finances Act 2017 - support pack

Have you considered the scope of the Criminal Finances Act 2017 (CFA)? From 30 September 2017, the directors of limited companies, and members of partnerships, are criminally liable for any actions of their employees, contractors and agents for any activity that is defined as tax evasion, even if they had no knowledge of that activity.

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Yet again, we seem to have a broad-brush approach to fix a localised problem: the boards of multi-national organisations have avoided responsibility for the tax-evasion actions of their agents and staff by pleading ignorance and the CFA has been enacted to ensure they cannot use this excuse. In the process, all limited company and partnerships are now drawn into the same anti-avoidance net.

The only defence against prosecution under the CFA is to demonstrate that your business has conducted a risk assessment and put in place basic systems to counter any actions by staff, contractors and agents to engage in any activity that could be construed as tax evasion.

The CFA does require a proportionate response from every affected company and partnership. At the very least:

  • Conduct a risk assessment
  • Issue a prominent message that tax evasion will not be condoned
  • Inserting terms in contracts with employees, contractors and agents, not to engage in tax evasion
  • Provide regular training for staff on preventing tax evasion
  • Having clear reporting procedures for whistle-blowing
  • Having regular reviews of prevention procedures

I have written a 6-page summary of HMRC’s 48-page guidance in this area together with an update that you could distribute to your staff and a handout you could sent to affected clients.

Advice on compliance in this area from our professional organisations is still awaited. No doubt the CFA will figure in future best practice certification along with the extended GDPR regulations.

At the very least I suggest that you read my summary, look at HMRC’s extended papers, if you have the stamina, distribute the staff updates and send client updates. You will also need to consider your response when your clients get back to you and request your help. Time to dust off your audit skills?

Acquire and download my CFA support pack here for £24 plus VAT.

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A 6-page update for practitioners, a staff and client handout £24 plus VAT

TAX PLANNING ROAD MAP 2017-18

This is our comprehensive tax planning bundle for 2017-18. Multiple planning issues that will need your client's and staff's consideration before 6 April 2018. Each section of the planning material is split into a short introduction and a detailed planning check list - all written in an easy to read style. 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).

Files included in this bundle: 4 x client fact sheets; Practice update booklet; Email marketing copy; marketing ideas.

TAX CALCULATOR BUNDLE 2017-18

We have created eleven tax and business development calculators for 2017-18. They include a mix of business tax, business development, personal tax and property tax issues and can be used to estimate liabilities and illustrate the benefits or otherwise of options available. The bundle is consolidated into an Excel file. 

Calculators include: Sole trader vs Incorporated; Company profit extraction; Profit improvement; Income tax estimates; CGT estimates; Buy to let planner; Effects of finance cost changes; Stamp duty calculator; Business breakeven point; VAT FRS planner; Business use of home...

MAKING TAX DIGITAL - be prepared

We now know that MTD will be happening from April 2018. The implementation timetable has been relaxed, all-be-it slightly, but we need to ready ourselves for the transformation from self assessment. This support pack will take you through the consultations, responses and legislation to identify what needs to be done before 6 April 2018, and outlines the opportunities to re-imagine and provide relevant support services for clients from this date.

Client facing fact sheets and draft emails; an MTD handbook updated for Finance Bill 2017; a quick read summary of HMRC material; a bundle of relevant source material.

BUSINESS STATUS PLANNING 2017-18

This support pack provides backup material to advise clients with business status choices: for example, sole trader vs limited company alternatives. If you are looking for material to present to clients, or inform your partners and staff regarding these issues, this bundle of documents should provide what you need. BONUS ITEM a spreadsheet calculator to workout the best-fit status for your clients.

A practitioner update; client fact sheets; marketing ideas, and a sole trader vs incorporated tax calculator.

COMPANY PROFIT EXTRACTION STRATEGIES 2017-18

The mechanics of the calculations are well known, basically, even with the reduction of the dividend allowance next year, a low-salary high dividend approach usually minimises tax and NIC costs for director shareholders. What is not so easy is demonstrating these benefits in an easy to absorb format for clients. Our support pack on this issuse provides a client facing booklet and the use of our 2017-18 "salary vs dividend" calculator.

A client fact sheet/booklet and a copy of our Salary vs Dividend calculator for 2017-18.

20 QUESTIONS BOOKLET 2017-18

Solving clients’ problems by providing appropriate services is a win-win outcome: it’s how we build our practices and help our clients prosper. Take a closer look at the opportunities this publication offers. The 20 questions were sourced from ideas provided by over 80 firms. 

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The bundle includes the 20 Questions booklet and a series of draft letters/emails that you could use/adapt to send the booklet to clients, prospects and referral sources. We have also added a list of marketing ideas... The pack is provided with our usual 7 day money back guarantee, disclaimer and our site terms and conditions apply. The cost is a one-off payment of £46 plus VAT - multi-user license and no copyright restrictions.  

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A client booklet and various draft emails for distribution to clients, prospects and staff.

WHAT HMRC WON'T TELL YOU ABOUT YOUR TAX

This short booklet will remind clients why they should seek professional advice. It highlights the age old conundrum that it's what you don't know that you don't know that has a radical adverse affect on your situation. HMRC will inform taxpayers, but only if asked! 

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The 2,000 word booklet can be rebranded and/or edited and is supplied in Word format. The publication is provided with our usual 7 day money back guarantee, disclaimer and our site terms and conditions apply. The cost is a one-off payment of £46 plus VAT - multi-user license and no copyright restrictions.  

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An easy to read booklet promoting the value of professional tax advice.

SPRING BUDGET 2017 - CLIENT BOOKLET

This booklet does not list the various budget changes by rote, rather, we have attempted to focus on those issues that highlight opportunities or challenges for small businesses, property rental businesses and higher rate tax payers.

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The 1,300 word booklet can be rebranded and/or edited and is supplied in Word format. The publication is provided with our usual 7 day money back guarantee, disclaimer and our site terms and conditions apply. The cost is a one-off payment of £46 plus VAT - multi-user license and no copyright restrictions.  

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A client booklet outlining strategic opportunities and challenges

CLIENT INFORMATION BOOKLETS 2017-18

We have bundled all the client booklets for 2017-18 and made them available in this offering.

 

Offer includes 8 of the 2017-18 client booklets