How to turn everyday client conversations into personal tax planning opportunities
A 6-week hands-on course to help your team deliver real personal tax planning (without needing a tax specialist)
How do you turn a casual client conversation into a value-added personal tax plan?
Are you confident your team can spot personal tax planning opportunities throughout the year?
Do they know what questions to ask?
LIVE TRAINING COURSE
Does your firm face any of these personal tax planning challenges?
You’re missing planning opportunities
You know the value is there, but you or your team aren’t confident enough to surface it.
You want to do more… but there’s no time
It’s hard to explain
(or price)
You're busy with compliance and don't have space to "figure out" planning workflows.
You want to charge for personal tax planning, but don’t know how to position it or make it feel tangible to clients.
In this live training,
you’ll learn how to:
Spot opportunities during everyday client conversations
Run real planning scenarios like salary vs dividends, NI thresholds, pensions and HICBC
Explain the value of planning in simple, client-friendly language
Start delivering it—without spreadsheets or stress
6 live webinar sessions + recordings
Discovery Toolkit: checklists, cheat sheets, email scripts, email templates to send to clients, sales process, how to sell your first tax plan, pricing support
Real scenarios you can run with your clients now
Bonus Q&A + walkthrough in Tax Torch
3 months free Tax Torch subscription
What’s included
Why most firms stay reactive and what proactive personal tax planning really means.
Outcome: Clarity on what planning is (and isn’t), and where your current gaps are.
How to surface planning moments across the year without sounding salesy. Includes the Discovery Checklist and Question Bank.
Outcome: Your team starts identifying planning triggers in real client conversations.
Walkthrough of 5 practical client-ready scenarios (e.g. salary/dividends, NI thresholds, pensions, HICBC, director’s loans).
Outcome: You run at least one live scenario using your own client data.
How to position personal tax planning as valuable, tangible, and priced fairly. Includes scripts, templates, and proposal formats.
Outcome: You’ve created a proposal or outreach message to deliver your first plan.
How to involve juniors, delegate inputs, and build repeatable delivery without needing a personal tax specialist.
Outcome: You’ve shared your workflow internally and looped in one team member to support.Core Modules
When?
6 live sessions Thursdays,
2–3pm (UK time)
24th July – 11th September
18th September – 23rd October
Spaces Limited*
Make your money back through client fees, or get a full refund.
(No sessions 14th 21st August )
Cohort 1
Cohort 2
Open up new revenue opportunities for your firm
REGISTER FOR
THE SUMMER COHORT!
£249
Earlybird price until 18th July
Includes 3 months free on Tax Torch
Regular Price
Make your money back through client fees, or get a full refund.
REGISTER FOR THE AUTUMN COHORT!
15th September - 23rd October
24th July - 11th September
Earlybird price until 18th July
Includes 3 months free on Tax Torch
Regular Price
Make your money back through client fees, or get a full refund.
+VAT
£249
+VAT
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*The fine print: To qualify for the ROI guarantee, you must: Attend all 6 live training sessions (or watch the replays in full), send one planning offer email to your client base (we’ll give you the template), add at least 5 real clients to Tax Torch + run personal tax scenarios, book a short 1:1 support call to review and refine those scenarios with our team. If you complete the above steps and don’t recoup your course fee via tax planning fees within 6 months, we’ll issue a full refund.
