Pre year-end tax planning - how to do advisory
The end of the tax year provides a simple opportunity to deliver valuable advice to clients and start developing advisory services as a regular feature in your practice.
In this short video Derek Blair, Partner at Pinkham Blair Chartered Accountants, and Suzanne Spicer, a sole practitioner at Spicer and Co share how they roll out pre year-end tax planning in their own firms. They offer insights into the types of advice clients may need, as well as the planning and prioritisation that goes into managing this busy time.
Further resources
- Check if you need a DPB licence, for example, to advise on pensions with ICAEW's Personal Financial Planning: Traffic light guide to regulation
- Core Accounting and Tax Service with Bloomsbury
- Top tips on advisory at tax year end (article based on this video)
Disclaimer
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