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Talking Points

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The latest edition of Agent Update included an article about our weekly digital meeting called Talking Points. These sessions give you the opportunity to listen, ask questions and receive answers relevant to your practice and clients on specific topics.

I plan to regularly post details of up and coming Talking Points meetings to give you the chance to book the date in your diary for sessions that interest you.

If you haven't already registered for our latest Talking Points why not sign up and take part in our next two?

Thursday 14th July: 1:00 to 1:45pm   Automatic Exchange of Information. Register now for this session

Find out more about due diligence and reporting obligations for financial institutions under the UK's automatic exchange of information agreements with other countries. Automatic Exchange of Information: introduction - Detailed guidance - GOV.UK


Wednesday 20th July 2016: 1:00 to 1:45pm   Debt Management - Collection for the Self Assessment customer Register now for this session

Join us to find out about the processes, including; general collection, Late Payment Penalties, Time to Pay and Payment Allocation/ Reallocation rules.

These interactive sessions will be run on the ‘CITRIX’ platform.

The organiser will run through how to ask questions on the day. If you have any questions for our subject matter expert prior to the meeting please send them to

If you can’t make a live session have a look at the recordings of previous Talking Points.


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