Which ProActivTax membership level meets your needs?

We have two levels of ProActivTax membership to meet your needs and budget.


 Which ProActivTax membership meets your needs?

 

Both levels of membership will provide you with access to tax experts and some fantastic tax planning resources to help your practice grow, with the Full membership providing awesome software and more tax planning resources to help you even more. 

 

Membership Resources and benefits
Planning
Full
Dividend Impact Review pack that provides everything you need to raise awareness and offer a full review service to anyone receiving dividends. The resource will help you illustrate the options available to them, identify potential tax savings and help you sell value added services. 
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Property Impact Review pack to help you provide a review service to Residential Property Landlords. The resource provides technical briefings, and everything you need to market, and deliver the review service, help your clients and secure extra fees.  
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Childcare Voucher Impact Review pack to help you provide a review service to employers and parents. The pack provides everything you need to understand the issues and deliver the service.
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Access to other Impact Review & Review packs as they are developed. 
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Our essential Company Car Review pack. A simple to use resource, which allows you to provide a company car review service and earn extra fees helping your clients. The resource includes marketing material, briefing notes, calculator and much much more.
Our SDLT/LBTT/LTT reclaim pack, provides everything you need to promote and deliver a new service helping clients reclaim their extra tax paid on the purchase of their new residential homes when moving. The resource covers Scotland, Wales and rest of UK
Our ARQ and ARQ-LYFE resources and systems to help you and your team really get to know your clients in a systemised way and increase the chances of spotting cross selling opportunities. This is the key starting point to our 4 dimensional system. 
Access to our online tax systems to help you market tax planning services, help you approach tax planning in a professional low risk way. The systems include our Marketing System, Tax Planning System, and Tax Planning Risk System.
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Access to the latest low risk tax planning solutions and resources, and opportunities to earn payaways (Note 1).
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Access to telephone (and email) support from the ProActivTax team on the tax planning solutions (Note 2) 
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Clinic days in your office – A member of the ProActivTax Team will run tax planning clinic meetings with you and your clients (note 3)
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Access to online update and training meetings for you and your team, to discuss the latest tax planning opportunities.
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Access to the member-only tax website giving you access to the latest news, training videos, details of all tax planning opportunities and more
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Access to the ProActivTax Presentation Packs giving you everything you need to put on a tax presentation event, and win new clients. The resource includes a guide, slides on numerous tax topics and even scripts to help you get started.
 
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Our cloud based ProActivTax Potentials Software, which takes a holistic approach to helping you identify tax savings in various areas for clients and prospects, and easily secure great work and fees from them. The first modules include incorporation reviews for self-employed and property reviews for residential property landlords and coming soon remuneration reviews for company shareholders, directors and employees. The software provides all reports and supporting material to help you and your clients understand the options, issues, as well as ensure you can price and secure extra value added work. New modules covering various areas are continually being added (note 6).
 
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Our Year End planning pack for companies, which includes resources to help you encourage your client to consider tax saving options and where appropriate buy additional services from you.
 
Our Year End planning pack for individuals, which includes resources to help you encourage your client to consider tax saving options before the end of the tax year and where appropriate buy additional services from you.  
 
Our TaxAware Tax Tip brochure for clients. The Tax Tip brochures are in both plain text and fully designed versions, allowing you to add your own branding. The guide and brochures are for use with your existing client base to help increase client loyalty and increase your firm's bottom line profits. 
 
Our Fresh Perspective Tax Tip brochure for your prospects and contacts to really set you apart from your competitors. The Tax Tip brochures are in both plain text and fully designed versions, allowing you to add your own branding. 
 
Tax speakers at your presentations – A member of the ProActivTax Team will present the latest tax planning opportunities to your clients and prospects (note 4)
 
Tax pricing software for earning bigger fees from tax return preparation
 
OnTrack software to produce tailored reports and action plans to help cross-sell tax planning
 
Tax savings checklist and marketing resources to help you win new clients
 
Inheritance Tax (IHT) system for earning fees from IHT health checks
 
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A suite of tax systems to help your tax compliance function become much efficient and more effective in spotting tax saving opportunities to help your clients, including; Income Tax Return System, Company Tax Return System, and Incorporation System to name a few.
 
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 Notes

  1. You will be entitled to receive payaways should your client go ahead with a piece of tax planning through one of our recognised third party providers. Subject to meeting certain conditions you will also be entitled to receive a loyalty payaway of up to 25% more. You will need to follow your own professional bodies' ethical guidelines.

  2. The ProActivTax Team provide support by advising you and your team about the full range of tax planning opportunities available. They can explain the planning opportunities and ensure you understand the issues. Whilst they do not provide tax advice and do not offer a telephone helpline for general tax advice, they can point you to suitable solutions to help your clients.

  3. A tax expert within the ProActivTax Team will work closely with you, help you to understand the tax planning opportunities and meet you and your clients. Where a client is interested in a Tax Planning opportunity and it is appropriate for them, our tax expert can talk through the planning opportunities with your clients and ensure that they are aware of the risks and issues. Clinic days are availble to Full ProActivTax Members free of charge. Planning ProActivTax Members will be charged a flat £450 + VAT for the Clinic Day. Should a client go ahead with a planning opportunity that results in a payaway, then the £450 + VAT will be refunded up to the value of the ProActivTax share of payaway if lower. ProActivTax reserve the right to retain the £450 + VAT charge should a clinic day be cancelled within 2 working days of the event.

    All that we ask is that you organise 2 or 3 client meetings on the same day. Note a suitable client for clinic dates is a corporate client with profits of at least £100,000, or an individual with total income from all sources of over £100,000, or significant assets and a desire to consider options to reduce their tax bill.

  4. Free speakers to present latest tax planning opportunities to your clients – a great way to raise your profile in your local community as a firm offering leading edge tax planning is to run your own seminar. As a Full ProActivTax Member we will not only provide the slides on the latest tax planning opportunities available, but one of our tax experts will do all the presenting should you wish. This leaves you to network with your clients and prospects. This is a great way to generate sales leads for very little effort.

  5. There is no minimum number of months and therefore no commitment. You can cancel ProActivTax Membership at any time by stopping using and returning all the Tax tools, software, systems and other intellectual property and notifying us that you wish to stop paying.

  6. ProActivTax Potentials initially launched two modules, helping residential property landlords and self employed review their options. Module 3 helps shareholders and directors explore their remuneration options. Many more modules and enhancements are planned for 2018. The intial launch is in Windows, with the iPad and iMac versions following shortly. The software covers Scotland and rest of UK tax rates.  
  7. Many new resources are planned to be launched in 2018.
  8. All ProActivTax resources cover the tax rules for Scotland, Wales and rest of UK where applicable.

 

Yes please. Sign me up to a more successful tax practice

 

Find out more about Full ProActivTax Membership

Find out more about Planning ProActivTax Membership