To support you through this hectic season, we’re launching a series of concise, bitesize webinars designed to make tax preparation more efficient and stress-free.

Whether you are navigating complex tax queries or simply looking for new ways to optimise your workflow, our tips and tricks are here to ensure you deliver excellent results for your clients with confidence and ease.

Register here to access the Croner-i tax tips webinars, which can be viewed in one session, each lasting around five minutes and providing quick and easy insight into key issues to consider when completing those urgent tax returns.

In this series, we'll be covering essential topics including:

• R&D tax relief
• Business property relief (BPR)
• HMRC enquires
• Furnished holiday lets (FHL) - losses and pension relief
• Profit extraction: pension vs dividends vs payroll

And if you want to top up your CPD points, get 1 FREE CPD hour by watching Exit planning post Budget with tax expert James Butterworth 

How to grow your client base

While you're helping clients meet their tax liabilities today, it’s equally important to consider tomorrow. With 4.1 million baby boomers turning 65 each year through 2027, how are you looking at acquiring new clients?

Meanwhile, millennials, often misunderstood as tech-dependent, are eager for a blend of human and automated advice. In fact, 69% of Millennials still rely on traditional advisors in some capacity, showing that a personal touch remains crucial.

As Generation Z increasingly enters the taxpayer demographic, their preferences show a clear shift towards a do-it-yourself approach. For them transparency, social responsibility, and cutting-edge technology are non-negotiable. They favour sleek digital experiences and are more than twice as likely to self-research their tax liabilities.

How is your firm evolving to meet these demands? Clearly outline your services, prioritise genuine communication through email, highlight your firm’s local community engagement on social media, and ensure your website and client portals deliver a sleek and professional user experience.

Win new clients — now and into the future 

To attract and retain clients, modern accounting firms must adopt a proactive, forward-thinking approach. What is your firm’s vision for the future? Are you investing in the technology needed to stay relevant? See how we can help you.

Have you incorporated advisory services into your business strategy? See how My VIP Tax Team can help you.