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Your advice is probably full of unnecessary tax jargon without you even realising it. However, you can use simpler language without losing meaning — and your advice will be much better for it. In this episode, host Jack Bonehill identifies the overly complex wording in a real piece of tax advice and shows how the same points can be written in plain English that clients actually understand and will love you for.

Episode show notes

The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live.  

The Tax Advice Masterclass: teaching you a repeatable method to write high-quality tax advice with confidence and less self-doubt.

Timings

 00:14 – Intro: turning complex tax language into plain English that clients love.
 01:11 – Client scenario: husband-and-wife partnership selling business units.
 03:15 – Simplifying “income tax implications.”
 06:13 – Simplifying “capital disposal” and removing jargon.
 10:18 – Explaining rollover relief in plain English.
 13:17 – Breaking down business asset disposal relief (BADR) simply.
 15:45 – Using examples and numbers to make advice tangible.
 

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TTPP83: Improve Your Tax Advice Skills – Stories and Tips of 2 Tax Professionals