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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
Trusts in a client's affairs: when to bring in a specialist
A trust can protect a vulnerable beneficiary, structure a family's wealth, or hold a business interest — but only if it is set up…
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…
Referral fees for tax advisers: professional rules and how to stay compliant
Referral fees sit in a grey area for many tax advisers. Here is what the professional rules actually require, and how a structure…
PCRT and referral arrangements: staying inside the code
CIOT and ATT members work to the Professional Conduct in Relation to Taxation standards. Referral arrangements are not banned by …
Inheritance-tax exposure in the accounts: your cue to refer
Accountants see estates growing past the thresholds that matter. Here is how to recognise the exposure and refer it to a regulate…