Tier 1

8.1.1	Knowing there is an issue – awareness and signposting to relevant source and information (e.g. to websites and to HMRC website etc.)
8.1.2	Awareness of tax related communications from HMRC
8.1.3	Awareness of tax bands and of personal allowances (e.g. Married Couple’s Allowance)
8.1.4	Awareness of saving allowances
8.1.5	Awareness of issues around income tax, capital gains tax and inheritance tax
8.1.6	Awareness of the differences between employment and self-employment
8.1.7	Signpost or refer customers to appropriate sources of information on taxation
8.1.8	Awareness of scams and what to do if a customer has been the subject of a scam

Tier 2

8.2.1	Knowledge and understanding of tax related communications from HMRC
8.2.2	Knowledge of capital gains tax calculations and what tax the customer should pay
8.2.3	Knowledge of how tax bands work and of personal allowances (e.g. Married Couple’s Allowance)
8.2.4	Knowledge of Stamp Duty / Land Transaction Tax
8.2.5	Knowledge of rules changing
8.2.6	Knowledge of how saving allowances interact
8.2.7	Knowledge of issues around income tax, capital gains tax and inheritance tax
8.2.8	Knowledge of the differences between employment and self-employment

Tier 3

8.3.1

Detailed knowledge and understanding of the consequences of tax related communications from HMRC

Further information

Here you will find further information to help meet the competencies in the framework and in doing so your customers too.

It includes relevant training and qualifications to the particular domain (identified by a mapping exercise carried out in 2019). These links are provided for your information and should not be interpreted as approval or endorsement of the materials.

It also includes links to further information on a range of relevant domain topics. Many of these links go to the MoneyHelper website, where you can get up to date information on most of the topics along with links to other organisations and sources of support.

This information is by no means exhaustive but our intention is that it will strengthen and grow over the course of the future programme.

We have put together a directory of further information to help you meet the competencies in the framework that will also support the people you help too.

It includes relevant training and qualifications for each domain (identified by a mapping exercise carried out in 2019).

The links to training and qualifications are provided for your information and should not be interpreted as approval or endorsement of the materials. Before signing up, it is important to check the credentials of the organisation if you are not familiar with them.

Things to think about include:

• Will you get professional or recognised accreditation?
• Can you get recommendations from your network?
• Could you negotiate discounts by grouping together with other practitioners?

Bear in mind this information is intended as a starting point and we plan to add further resources as we become aware of them to create a comprehensive database that will strengthen and grow as the programme develops.

Please do let us know of any training, qualifications or information resources that you use and think would help other practitioners by contacting us.

Qualifications

LIBF Level 6 Diploma in Financial Advice

CII Level 4 Certificate in Securities Advice and Dealing

Retirement Provision Certificate

PMI Level 4 Diploma in Retirement Provision

PMI Level 6 Diploma in Retirement Provision

Training

Tax Help – Tax Help for Older People – An Introduction

Tax Help – Tax Training

Tax Help – Tax Awareness Course

Tax Help – Financial Advisors Course