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Where to Post

  • 120 posts
  • # 102134

Hi Everyone

Having been recently promoting ICB to new and potential clients, it has occurred to me that said contacts might now stumble across the forum.  This has made me feel a bit reluctant to post specific questions in case they would recognise themselves – ok, I know it might be a bit unlikely but don’t really want to take the chance on something very specific.  Is there any part of the forum that only members can see (apart from posting to a specific region)?

Otherwise, would it be ok to post a question to a couple of regions?  Or, should I just email ICB for help, although that would be a shame as it means that not everyone benefits from the answer.

I really need advice on whether to accept a new Self-Assessment client who has given me sight of a substantial portfolio of shares.  He hasn’t given me vouchers/statements.  I understand that SA software can provide these figures but I’m not sure if this will be thorough enough for me to complete his return and to know that everything has been considered.   Everything else is straightforward.

Whilst studying SA, I imagined that someone would give me some kind of statement and I would know how to do the calculations and enter into tax return.  I’m now wondering whether I should just tell him I can’t accept him as a client.

Any advice anyone?

Thank you

Hel



Edited at 16 Oct 2014 10:52 AM GMT

  • Lifetime Member
  • 63 posts
  • # 102144

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  • 120 posts
  • # 102146

Hi Dinah

Thanks for replying but I'm afraid I cannot see your answer. 

Thanks

Hel

  • Lifetime Member
  • 63 posts
  • # 102150

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  • 120 posts
  • # 102151

Sorry Dinah

I still can't see it.  I've tried three different browsers.  Don't know if anyone else having this problem?

Thanks

Hel

  • Companion Fellow PM.Dip
  • Practice Licence
  • 1137 posts
  • # 102152

Hi Hei 

She has left her email . so you could send her a quick email. 

  • 257 posts
  • # 102155

Just testing - where to post ?

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