Client Briefings
Client briefings cover topical issues and are professionally written in a language your clients will understand. They are two-sided A4 printed in two colours (as illustrated) blue and black for tax related topics and red and black for other topics, on 170gsm matt paper. You can send them to clients with your newsletter, as a supplement, or they can be sent with a covering letter (suggested content provided).
If you would like to receive draft copy of new briefings when available email your request to our Marketing Support Team or call them on 0116 258 1242.
Tax and your investments (2 page briefing)
Saving is the new trend so the purpose of this briefing is to outline the key characteristics of alternative investments for individuals. In particular, as nothing rankles more than being taxed on savings which have already been taxed as earnings, the main emphasis will be the relevant income and capital taxation implications.
Investments to be considered will therefore include a summary of the current tax efficient vehicles available as well as an explanation of interest and equity based products.
The briefing will be of interest to personal clients, business owners and directors/employees alike and some aspects will be relevant to company clients.
50% tax
Practical ideas to mitigate the effect (2 page briefing)
In the Pre Budget Report last year, the Chancellor raised the spectre of a ‘higher higher’ rate of tax. In the Budget statement, he then announced that this would be a 50% rate from April 2010.
The time has come to start thinking about the best way for those who run their own businesses to mitigate the effect of this change. We have written a briefing that considers the bonus/dividend position under the new system, as well as raising some other ideas that may warrant consideration.
The idea of the briefing is to ‘start the ball rolling’ with your clients and will invite them to contact you to consider their own position in more detail.
Companies Act 2006:
The practical changes for 2009 (2 page briefing)
The epic tale of the 2006 Companies Act is finally drawing to a climax. It has been a long haul from the independent review which began the process of Company Law reform in 1998 to the final implementation clause in October 2009 - the effects of which are wide ranging and will continue to be felt for some time.
This briefing will provide your clients with an up to date summary of the changes that have already taken place and give them an introduction to the changes being implemented later in the year. Amongst the issues it outlines are; the duties of directors under the Act, the new shorter filing dates (and associated penalties) and relaxed company secretarial requirements.
This briefing will be relevant to your clients whether you have kept them up to date throughout the various stages of implementation or have waited until the final changes and are sending them information for the first time.
Digital Options
HTML, PDF and Word versions of the briefings are also available. More.
Prices*
| Printed options: | Standard | Personalised | Bespoke any two colours | |||||
2pp |
4pp |
2pp |
4pp |
2pp |
4pp |
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| 25 copies (minimum order) | £41 |
£62 |
£111 |
£137 |
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| 50 copies | £60 |
£92 |
£132 |
£166 |
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| 100 copies | £81
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£143 |
£154 |
£218 |
£312 |
£423 |
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| Each additional 25 copies** | £6 |
£9 |
£7 |
£10 |
£8 |
£11 |
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You can save money on postage and have your briefings folded to A5 at no extra cost.
Please read the administration details prior to ordering.
*A 5% discount on the total price will be given to all firms who pay an annual subscription (based upon the size of their practice) to belong to a training group. This does not include firms who buy season tickets.
** Available in multiples of 25 on orders over 100 copies
Any Questions? We’re here to help
If you have any queries, special requirements or simply need help completing the order form, please email our Marketing Support Team at marketing.support@mercia-group.co.uk or call them on 0116 258 1242.