On 30 October 2024, Rachel Reeves upset the existing tax status quo by introducing far-reaching tax changes.

In a nutshell, the changes will create three headaches for anyone advising clients on tax. You will need to:

• Update your tax planning notes;
• Revisit and change existing tax planning strategies for clients;
• Advise clients without existing tax planning, of budget changes that will affect them.

However, communicating the changes cannot be limited to simply conveying a summary of the budget, because this budget has far-reaching consequences for many. 

Clients will be asking themselves “How will this affect me?”.

The sooner firms step into a dialogue to answer this question, the easier it will be to promote more tax advisory services. 

That's why we've produced the Budget 2024 Campaign Pack.
 
Our Budget 2024 Campaign Pack
The pack is a combined client/prospect alert and campaign pack that will help you start the process of addressing any planning changes required by Ms Reeves and the Treasury announcements.
 
The Budget 2024 Campaign Pack includes:

• An easy-to-read document summarising the significant budget changes and including prompts to encourage clients to get in touch with you;
• Covering emails to clients and prospects you can use to initiate new conversations;
• An email to staff highlighting the main changes and prompting them to encourage clients to “come and see us” if they are affected.
  

All of which means you'll be well ahead of the game - and your competition - by getting your pack now. 

* All pricing is plus VAT at the prevailing rate.