DiagnostaxSep 25, 20234 minHow to: Present a Tax Advice Action Plan to a clientDo you have some Tax Advisory Opportunities, Tax Issues, or Tax Incentives that you want to share with a client? Have you got a Tax...
Samantha HindSep 18, 20234 minCut through the noise and prioritise tax opportunities with your CTA BFFHELP, I have identified lots of tax opportunities for my client but how the heck am I supposed to work out which ones to tackle first?...
Samantha HindSep 11, 20234 minEffective Tax Planning, what does it actually mean? First things first, what do we mean by Tax Planning? In simple terms, tax planning does what it says on the tin. It is planning for the...
Joe GibsonSep 6, 20235 minHow to: 1, 2, 3… Deliver a Tax Diagnostic Review Do you want to get a solid grasp on your client’s goals and roadmap? And identify all the possible tax advisory opportunities worth...
Andrew BlythAug 22, 20235 minEmpowering Advisors to Provide Effective Tax Advice with Technology Despite 'Back to the Future 2’ predicting self-tying shoes, hoverboards, and flying cars all by the year 2015, the use of technology for...
Ben StraughanAug 8, 20238 minThe new Additional Information Form - are you prepared? You will be well aware by now (and maybe fed up with hearing about them) that in Spring Budget 2023, the Government announced several...