Buy your tax toolkit

Choose from our range of plain-English tax training tools for accountants and other professionals.

How to choose your training package

Step 1: Choose your tax area

Pick one (or more) from the following tax areas:

  • Lifetime Gifting (available now)
  • Divorce (coming soon)
  • Family Home (coming soon)
  • Leaving the UK (coming soon)
  • Birth, School Fees and University (coming soon)

Step 2: Choose your package

Select your training bundle:

  • Full toolkit: gives you all the training material within your chosen tax area.
  • Tailored bundle: complete bundle for that tax area, plus extra content tailored for specific intermediaries.
  • Master bundle: complete toolkit for that tax area, plus all intermediary-specific versions for firms with mixed teams.
  • Intermediary-specific PDF: a practical issue-spotting document for your specific type of business.
  • Webinar: a 45-60-minute recorded training session explaining the main pitfalls and referral points within that tax area.
  • Webinar with slides and CPD note: the recorded session with slides and CPD wording.
  • Firm licence: for internal use by your team.
  • Complete bundle: gives you all the training material within your chosen tax area.
  • Tailored bundle: complete bundle for that tax area, plus extra content tailored for specific intermediaries.
  • Master bundle: complete toolkit for that tax area, plus all intermediary-specific versions for businesses with mixed teams.
  • Intermediary-specific PDF: a practical issue-spotting document for your specific type of business.
  • Webinar: a 45-60-minute recorded training session explaining the main pitfalls and referral points within that tax area.
  • Webinar with slides and CPD note: The recorded session with slides and CPD wording.
  • Firm licence: for internal use by your team.

Once you’ve selected and bought your toolkit, those training materials are yours to keep and use to improve how you run your business and serve your clients.

Need help choosing the right toolkit?

Lifetime Gifting tax toolkits