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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Tax — clear filter
The tax year end checklist that isn't about tax
Allowances expire on 5 April. So do openings. A listening guide for the busiest advisory window of the year.
The incorporating landlord: an accountant-and-adviser referral moment
Incorporation questions land on the letting agent's desk long before they reach any professional. Here is how to recognise the mo…
The exiting landlord: CGT and where the proceeds go next
When a landlord decides to sell, the conversation does not end at completion. Two large questions open up, and neither is yours t…