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People

Full Member

A quick summary of what you have access to

We help you succeed

I would like access tax planning solutions, tax support and topical resources

Sign me up now for Planning ProActivTax membership at £97 + VAT (£116.40) per month and to access all of the tax resources, tax planning solutions, tax support, related tax systems, and guidance. 

Our aim is to help you boost your tax services and we do this in a number of ways;

 

  • Bringing you the latest tax planning ideas,

  • By connecting you with third parties to help you implement some tax planning ideas,

  • By talking through your client issues and sign posting you to the best solutions,

  • By helping you promote your services with presentations and clinic days, and

  • By providing updates and training for you and your team.

 

What you have access to under Planning membership

As a Planning ProActivTax member you have access to a wealth of Tax Planning solutions, including;

  • Low risk solutions such as Integral Feature Reviews, Research & Development Tax Credit reviews, Grant funding, Patent Box, and Share Option schemes,

  • Various personal solutions such as Inheritance Tax planning and Capital Gains Tax planning, 

  • Bespoke tax planning, and HMRC Dispute Resolution.

 

 You have access to a number of planning support systems, including

  • Our Tax Planning system

  • Our Tax Risk system

  • Our Marketing system and resources

  • Our Tax advice guidance 

 

 You have access to a number of our packaged Review Packs, including

  • Our Company Car Review pack
  • Our Property Impact Review pack.
  • Our Dividend Impact Review pack.
  • Our Pension Allowance review pack
  • Our SDLT/LBTT/LTT reclaim pack, which provides everything you need to promote and deliver a new service helping clients reclaim their extra tax paid on the purchase of their new residential homes when moving. The resource covers Scotland, Wales and rest of UK.
  • Residential Property Gain Review helps you provide compliance and tax planning services in respect of Residential Property.
  • Our ARQ and ARQ-LYFE resources and systems to help you and your team really get to know your clients and spot cross selling opportunities.
  • ARQ SAFE will help you identify potential issues, and problems when taking on new clients.
  • Our Pricing Lite pack to help you price tax services.
  • Our Pricing Lite - CGT Residential Property pack to help you price tax services in respect of residential property. 
  • Our Budget Update resource for members.
  • First Port of Call – a personalised marketing brochure highlighting your full range of tax services.
  • Hot topic updates, regular tax and related email updates, and where appropriate client summaries to share with clients

 

You also have access to support from the ProActivTax Team, online training, webinars, events and much much more. 

  

 

Yes please sign me up to a more successful tax practice

 

Find out which ProActivTax membership meets your needs.

 

Find out more about Full ProActivTax Membership

 

or

book your online experience here

 

 

All ProActivTax Resources and software cover tax rates in Scotland, Wales and rest of UK