Tax Training World – essential toolkits for intermediaries
Unless you’re a tax specialist, you can’t be expected to understand tax inside out.
But, as a solicitor, financial adviser or other intermediary, it’s important for you to know when a potential red flag crops up in your normal client work about areas like lifetime gifting, divorce or property.
If alarm bells don’t ring at the right time, an issue could snowball into a bigger problem that might get the attention of HMRC for the wrong reasons – and lead to unforeseen extra costs and reputational damage.
Our Tax Through Life resources are your lifeline, giving you the skills to:
- Identify issues before your clients act
- Ask the right questions
- Know when to refer for specialist support
Whether you’re a sole trader or a small or mid-sized firm, you can use our practical framework and workflow tools to help protect yourself and your business, and potentially expand your advisory work to earn you more in fees.
Plain-English tax training from tax expert Stephanie Churchill
UK tax specialist Stephanie Churchill created Tax Training World not to turn non-tax professionals into experts – but to show them how to spot potential tax triggers and know what to do next.
With a career in tax spanning more than 30 years, Stephanie has built a reputation for translating complex tax matters into plain English for her clients at her award-winning advisory firm, Churchill Taxation. She’s experienced in all areas of UK tax, from inheritance tax and capital gains tax to trusts and property.
And now she’s using her skills in demystifying jargon by launching a range of practical toolkits to support accountants, paraplanners and other intermediaries in their client work.
Explore our tax training resources
Your clients might see lifetime gifting as simple and trouble-free but it’s an area full of pitfalls around inheritance tax, capital gains tax and retained benefit. These indispensable toolkits give you everything you need to know, so you can navigate client conversations about gifting with confidence.
