Taxbriefs delivers a wide range of specialist marketing, digital and print resources for professional advisers in the intermediary and financial markets. We produce solutions to meet the client marketing, technical information and learning needs of IFAs, financial planners, accountants and financial services product providers.

Taxbriefs' focus is on providing accurate and accessible materials that break new ground in immediacy and practical application. Whether you are seeking the most up-to-date learning resources to help meet your CPD or RDR requirements, the highest quality personalised marketing materials to send to your clients or flexible digital tools and web resources, you’ll find we provide the right solutions for you, your business and your clients.

Learning & Reference

• The Business of Advice
• High Net Worth Tax Planning Conference 2012
• Financial Timesaver
• Taxbriefs Adviser Guide Series 2011/12
• Professional Advisers Factfile

What's new in Learning & Reference

• The Business of Advice - Lays down your route to the other side of RDR based on proven techniques and processes. It explains what you need and how to do it, from fee charging to service proposition and marketing... [more]
• High Net Worth Tax Planning Conference 2012 - London - 12 June 2012 - Book your place now at our leading tax planning event for all professional advisers seeking the latest tax solutions for high net worth clients... [more]

Digital Solutions

• Digital Technical Content
• Digital Financial News Content
• RSS Feeds
• CPD Reading & Testing
• Branded Reference Material
• Video Summaries
• Licensed Content Solutions

What's new in Digital Solutions

• Taxbriefs Content Plus for IFAs & Accountants - New monthly digital financial news content service with cost-effective options for sending relevant financial news to your clients... [more]
• Licensed Content Solutions for Financial Providers & Networks - Deliver valuable, up-to-date and timely information to your clients without the hard work. Choose from our knowledge bank of more than 1,000,000 words... [more]

Marketing Services

• Budget Summaries
• Client Newsletters for Accountants
• Client Newsletters for IFAs
• Tax Cards & Tax Tables
• Special Reports
• Budget Presentations

What's new in Marketing Services

• Summer Newsletters for Accountants - We are now taking bookings for our summer range of client newsletters for accountants. Discover the design options and stories available today... [more]
• Tax Tables 2012/13 - Update your clients with Budget tax rate changes. Taxbriefs personalised tax tables allow you to add your logo and send your clients the latest major tax rates. Book your tax cards today... [more]

Taxbriefs Commentary

• How to build client loyalty - profitably by Danby Bloch

• Goodbye defined contribution contracting out by John Housden

• HMRC’s final guidance on VAT and adviser charging by John Housden

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Taxbriefs Partners

Our work with industry networks & associations

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