Your Tax Partner

We recognise that the increased pressures and responsibilities placed on professional advisers means that it is incredibly difficult to be all things to all people.

As such, ETC Tax have built an extensive network of professional partners both in the UK and internationally.

Their partnership was use enables us to help enhance their client offering and assist in delivering added value to their clients. In turn, this allows them to stand apart from their competitors.

We are flexible in how we work with professional advisers and are happy to develop the Your Tax Partner offering in collaboration with you to meet your specific needs.

Some of the options available to you are detailed below, but if you are interested in finding out more about the Your Tax Partner service we suggest you give us a call or send us an email.

Your Tax Partner Standard

An overarching engagement but with no financial commitment, providing you with high level tax advice, (rather like having your own tax partner on an assignment), which you can then invoice to your client together with your own fees.

Your Tax Partner Premium

A monthly fee arrangement, providing you with access to high level tax support by phone and email when you need it.

Your Tax Partner Lite

An arms-length arrangement, usually taking the form of an introducer agreement or similar.

More detail on the services provided in relation to each of the above is set out below:

 

  Tax Partner Lite Tax Partner Standard Tax Partner Premium
CPD events Quarterly technical content delivered either as seminars or webinars.

 

A free source of relevant and high quality training, available exclusively to our network of professional partners.

 

 

 

YES

 

 

YES

 

 

YES

Networking events

 

 

Exclusive invitation only networking events. An opportunity to mix and mingle with like-minded advisers in your local area  

YES – PAID

 

YES – PAID

 

YES

Knowledge centre A rich and varied source of reference material aimed specifically at professional advisers.  

YES

 

YES

 

 

 

 

YES

Newsletters Monthly newsletter containing a mix of topical tax updates, tax planning ideas and tax news articles.   A quick way to keep up to date with changes in legislation.  

 

YES

 

 

YES

 

 

YES

Annual tax review for key clients

 

Recognising the importance of keeping client’s tax affairs under review, an annual review of three of your key clients’ tax affairs  

NO

 

NO

 

YES

 

Discount on fees

 

Up to a 25% discount on fees in relation to ad hoc tax queries; together with additional discounts on tax project work

 

 

NO

 

 

NO

 

 

YES

Dedicated client relationship manager A highly qualified and experienced senior adviser as your relationship manager.  

YES

 

NO

 

YES