Leaving the UK tax checklist for expat tax advisers
Checklist for expat and international tax advisers
For expat tax advisers who want people planning a move abroad on their list.
Email scripts
Client emails that bring records in
How to use this email pack
Share this with other advisers and your own clients. A steady set of drafts reduces chasing and makes each request clearer.
What is inside
First reply to a new enquiryYour move to [country] and your UK tax.
Asking for the year's recordsRecords I need for the [year] tax year.
A reminder to log daysA short reminder to log your days.
New foreign incomeYour new income from [source].
A UK property while abroadYour UK property and your move.
A letter from HMRC or a foreign tax officeYour letter from [tax office].
Dual residence queryTax in [country one] and [country two].
Closing the year[Year] is done.
Three title ideas for your own version
Client emails that bring records in
Email scripts for expat tax advisers
Messages that save you chasing clients
Where to promote it
Your websiteLinkedInaccountant and adviser groupsa note to your existing clients
Why offer email scripts to other advisers?
Advisers write the same reminders every year. Ready drafts save time and bring you readers who value practical help.
Make this email pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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