Successful tax planning is about both the quality of provider and service delivery before, during and after implementation. Peak Performance operate a support model and believe passionately in educating both you and your client to allow your client to make an informed decision about their tax planning.
Tax planning is time sensitive and can be affected without notice by legislative changes. It may also take a number of years before the planning is actually agreed. The true measure of success of any tax provider (and people within the team) is how they have performed over a long persiod of time. Peak Performance only work with tax providers that meet this standard. As professionals, they only introduce strategies with which they feel comfortable. They would rather do nothing than do the wrong thing.
Their role in supporting you is about providing focused education and back-up not only helping you understand how (and why) the strategies work but also in how to identify and capitalise on the opportunities within your client base and prospects.
David Gill and Mark Sullivan have been hugely successful in introducing tax strategies to accountants. Along with fellow tax directors and successful accountancy practitioners, Roy Lyness and James Norman, they have created a mentor and support team of massive experience and a strong common bond of professional values, a passion for fantastic service and a commitment to excellence.
The best people to support you and your clients are successful practising accountants who understand and have implemented tax schemes personally and with their own clients. These mentors understand all the strategies we offer but specialise in particular areas. further details of the mentors. You will be allocated a tax mentor who will be your first point of contact.
Tax strategies are about offering your clients choice, perhaps for the first time. Immerse yourself in the Peak Performance education and enjoy the extra dimension this will bring to your practice.








