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25 March 2014
Key admin for you and your colleagues
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- Take some time to look through HM Treasury’s proposals for tax-free childcare so that you can explain them to clients who may be eligible for the subsidy. Consider writing a short article. It could be a useful marketing opportunity.
- The tribunal found in favour of the taxpayer in Goodall partly because of the adviser’s records of telephone conversations with HMRC. Remind staff of the importance of keeping accurate notes of discussions with HMRC. You never know when they could come in handy.
- Clients who have heard about the change to pension rules may be keen to take all their pension pot as a...
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