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Give your staff clearer guidance when advising clients on incorporating a business and save the hassle of collating and preparing the documentation - it's all available on one CD!

Incorporation continues to be a hot topic. It is an excellent opportunity for both you and your clients - your clients could benefit from substantial tax savings and it could generate additional fees for your practice.
Designed to help you through the advisory process the pack includes:

• Marketing letters and faxback
• Internal checklists and guidance to staff
• Answers to Frequently Asked Questions from clients
• Cessation tax calculator
• Incorporation spreadsheet showing annual tax savings from incorporation
• Technical information relating to the tax effects and problem areas
• Incorporation forms
• Standard letters to banks, suppliers etc

The Pack is available on CD. All the documents can be transferred to your hard disk or network and the Word documents can be modified to your particular needs.

Please note: You will require Microsoft Office 97 or later to run this software.

"We have used the incorporation pack provided by Mercia to promote the idea of tax benefits through incorporation, to our partnership and some sole trader clients. The results have been great, our clients are pleased that we are taking a pro-active approach to the tax planning requirements of their business in this way and we have increased our fee income as a result. We are now using this pack to target similar businesses from our non-client database, which we purchased from a list broker. We can identify the partnerships and sole traders on the list and have used the marketing letters within the Mercia pack to demonstrate the potential tax savings. The response has so far been excellent and we are winning new clients as a result of this excercise." Duncan Barnes at Reynolds, Exeter.

Costs
The Incorporation Pack costs £175 (£157.50*) plus VAT. If you purchased the Pack last year the current version only costs £55 (£49.50*) plus VAT.

* Special discounted price to members.

If you require further information contact Phil Williams or call him on 0116 258 1200.