The Art of Writing Tax Advice

Putting pen to paper for a sticky tax situation? Learn the craft of tax advisory with a guided workflow and real-life case study.

In this session, we cover:

• Formal tax advice – in context​

• The case study: Mr X’s CGT conundrum​

• The 7-Step Process to Writing Tax Advice:​

  • Identifying the key issues/questions​

  • Initial quote & scope​

  • Fact finding ​

  • Research of key issues & concluding on the answer ​

    • Legislation and interpretation​

  • Modelling​

  • Writing it up with suggested structure​

    • Ordering your advice​

    • Different writing styles and formats​

    • Citing legislation ​

  • Post write-up, what to do next!

Date recorded: 3 October 2025