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 amongst clients and prospects on the dividend changes. The resource will help you illustrate the impact on clients and the options available to them. |
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Property Impact Review pack to help your Residential Property Landlords understand the tax changes, the options available to them and help you price your services. |
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Childcare Voucher Impact Review pack for you to help your employer clients address the coming changes and ensure that they have the most tax efficient scheme set up at the right time for their employees. |
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Access to other Impact Review & Review packs as they are developed. |
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Our NEW essential Company Car Review pack. Simple to use, a calculator which produces financial comparisons to enable the tax advisor to quickly demonstrate the position when running a car for business purposes. |
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Access to our online tax systems to help you market tax planning services, help you approach tax planning in a professional low risk way, and even help you put on your own tax topical presentations for clients and prospects. 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 the latest higher level 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 clinics 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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Our NEW cloud based Tax Review 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. |
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Our NEW 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. |
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Our NEW 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. |
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Our NEW Essential Tax Tip brochure for clients. An unbranded Tax Tip brochure in word and pdf formats for you to use with your existing client base. |
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Our NEW Essential Tax Tip brochure for your prospects and contacts to really set you apart from your competitors. An unbranded Tax Tip brochure in word and pdf formats for your use. |
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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) |
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Full cloud version of Remuneration Planner software for showing clients the best strategy for extracting profit from their company and producing bespoke reports at the press of a button. |
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Full cloud version of Incorporation Tax Planner software for showing clients the tax savings from incorporating their business and for you to earn premium fees |
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Tax pricing software for earning bigger fees from tax return preparation |
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OnTrack software to produce tailored reports and action plans to help cross-sell tax planning |
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Tax savings checklist and marketing resources to help you win new clients |
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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
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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.
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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.
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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.
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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.
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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.
- The new resources and software are planned to be launched in late 2016.
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