If you have corporate clients who are fast approaching their year end you should be thinking about having a meeting to discuss areas where they can improve the tax position for the company, its directors and its employees. Asking simple questions can lead to increased fees, and improved customer satisfaction.
Our Pre-Year End Planner App gives you all the tools you need to provide your clients with an impressive tailor-made report highlighting the tax savings that they could make if they implement up to ten recommendations included in your report. Tax planning opportunities analysed by the App include: dividend policy; capital expenditure; employee rewards; profit extraction; pension contributions and overdrawn directors' accounts.
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