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Learn 5 takeaways to provide better tax advice from my worst client experience to date. Hear the story and the lessons.

Tax Advice Masterclass: https://www.thetaxprofessionalspodcast.com/masterclasses/ 

Show notes: thetaxprofessionalspodcast.com/TTPP106

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Rough timings

• Episode intro
• (5:15) Story about a bad experience relating to a bad tax-advisory client that I had back in 2018, which was the richest learning experience for me re improving my advisory skills
• (10:00) Five lessons/takeaways from the experience to help you become better at providing tax advice:
• (11:00) Lesson 1: Being technically correct doesn’t make the advice good – it’s just an essential part
• (12:00) Lesson 2: Your advice should be workable and what is meant by this
• (13:00) Lesson 3: Your advice should be definitive 
• (14:00) Lesson 4: You should talk in the client’s language and bespoke your advice in all respects
• (15:15) Lesson 5: Longer advice does not equal more valuable advice

Resources

Tax Advice Masterclass

Other episodes to help get better at providing tax advice:

• TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax Professionals
• TTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax Partner
• TTPP 10: How to Write Good-Quality and Practical Tax Advice

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