Our Practitioner Support Programme (“PSP”) assists accountants and solicitors by providing 'added value' services to their clients to improve client retention. It typically involves:
- The provision of assistance and advice on tax matters that you request where our breadth of knowledge will be beneficial to your firm and your clients.
- Access to niche expertise and specialisms where you identify a need for general or bespoke advice and don’t have the necessary in-house resource.
- A commitment from us to include a 'non-poaching clause' in our terms of engagement with you, meaning that we would only provide services that you request and will not seek to offer additional services to your clients.
- An agreement that allows you to decide whether our services are provided to you or directly to your client following an introduction from you - thereby ensuring that the relationship and provision of core services remains with yourself.
We can provide assistance on most areas of taxation, including:
We regularly host breakfast presentations covering the developments we consider to be of vital importance to you and your clients. These sessions are designed to be informal in order to encourage attendees to share experiences and thoughts in a friendly forum.
Our next PSP event is on Wednesday 28 February from 8:30am. For more information or if you would like to attend, please register here.