The advisers’ guide to HMRC products

By | 2011-04-29T13:22:52+00:00 April 29th, 2011|Tax related|

As a long time supporter of the excellent work done by LITRG I'm pleased to note that they have recently launched www.revenuebenefits.org.uk for accountants and other advisers. This new website is designed to provide advisers with access to the latest information on various HMRC 'products', including tax credits, child benefit and guardian’s allowance, national minimum

Don’t be an Accountwit on twitter

By | 2011-04-26T08:50:35+00:00 April 26th, 2011|twitter|

It's been a while since I last shared my tips and advice re twitter. These are all linked on the twitter page of this blog. I'm seeing more and more accountants and accountancy firms starting to use twitter and making classic mistakes. No wonder so many stop tweeting after a while and conclude it's a

A template agenda for a new client meeting

By | 2011-04-21T11:07:08+00:00 April 21st, 2011|Uncategorized|

This draft agenda re a first meeting with a prospective client dates back to 2006. It's an example of the approach I adopted when I was in practice. I had created a number of  template agendas - I chose the most appropriate one and personalised it for each meeting. This always impressed prospects as it

Tax specialists leaving general practice accountancy firms

By | 2011-04-15T08:42:46+00:00 April 15th, 2011|Tax related|

I've commented before on the challenges that face accountancy firms that look to recruit their first full time dedicated tax partner. Recently I heard about an unexpected development - Tax specialists leaving general practice accountancy firms. It's a sign of the times. The reasons vary but include: Tax partners' reluctance to promote dubious tax schemes