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

Week 1 : Reframing Personal Tax Planning

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.

Week 2 : Finding Real Opportunities in Everyday Conversations

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.

Week 3 : Planning Scenarios You Can Run This Week

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.

Week 4 : Packaging and Pricing Your First Plan

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.

Week 5 : Team Confidence and Delivery Workflows

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.
Week 6 : Delivering Your First Personal Tax Plan with Tax Torch
Live walkthrough of building and presenting a full plan inside the product. Plus Q&A and client comms support.

Outcome: You’ve delivered (or booked delivery of) your first paid plan.

Core Modules

Accountants from these firms have already joined the course

18 accountants from 12 different firms completed the first two cohorts


If you're ready to offer personal tax planning in a more structured, supported way, this course is a straightforward place to start


It’s designed to work inside real firms, whether you’re just getting started or looking to scale up a service you already offer.

What past attendees said

"This will just make our life an awful lot easier."

"I like the idea of having the reports and being more professional when you send out the information… and especially with AI now, I think this is probably one of the best softwares out there."

"It’s great to feel ahead of the game, and this course is getting us there."

"This course is giving me a clear, practical framework for charging for the knowledge I share."

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.

Register Now

(No sessions 14th 21st August)

Cohort 1

Cohort 2

Last 3 seats left!

6 live sessions Thursdays, 2–3pm (UK time)

6th November - 11th December

Cohort 3

Open up new revenue opportunities for your firm

6th November - 11th December

REGISTER FOR THE LAST 2025 COHORT!

Regular Price

Earlybird price until 5th December

£299

+VAT

Includes 3 months free on Tax Torch

Days
Hours
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Register Now

Make your money back through client fees, or get a full refund.

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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.