Information on Tax for Money Guiders

About this event

We welcome a speaker from TaxAid to discuss the services the free, confidential, and professional tax advice services they provide to people who are experiencing tax issues. The session will cover a range of topics, including:

• How to refer people to TaxAid and Tax Help for Older People
• Tax issues that your clients can get help with, including: tax debts, penalties, PAYE and self-employment, marriage allowance, bereavement, and more
• What clients can expect from the service
• Eligibility criteria and client circumstances, vulnerabilities, difficulties, and hardships
• Current tax issues in NI that might be of interest to money guiders

There will be an opportunity for some Q&A after the presentation.

About the organisation: TaxAid

TaxAid is a charity that helps people on low incomes when they get into difficulties with their tax affairs.

TaxAid helps people on low incomes to understand the bits of the tax system that apply to them (safely ignoring the confusing 98% that don’t), pay only the right amount of tax and help them resolve crises when things go wrong.

TaxAid was set up by tax professionals who were concerned that people on low incomes were suffering significantly because they could not afford tax advice. There was evidence that people were being made bankrupt unnecessarily on tax demands based on estimated figures; that people had been overpaying tax for years because they didn’t understand the rules; and that unrepresented people did not know how to access their rights of appeal.

Who should attend?

All money guidance practitioners who are supporting service users with diffcult conversations and anyone offering guidance to improve the financial wellbeing of the users of their service are welcome to attend this free event. Please be mindful this event will include Northern Ireland examples of Tax issues and may not be relevant to you if you are from other parts of the UK.

The Money Guidance Competency Framework

This event is designed to help you improve your money guidance practice, developing skills, confidence and knowledge around a specific money related area. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Which part of the competency framework applies to the event?

Taxation Technical Domain 8: including Tier 1. Click here for full details: https://moneyandpensionsservice.org.uk/wp-content/uploads/2021/02/the-money-guidance-competency-framework.pdf

Foundation Level - Signposting customers: all practitioners – no matter their job role – must be able to elicit simple, factual information from the customer in order to signpost them to appropriate sources of further support, advice or information.

Before attending this session, you could spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.

Accessibility & other details

The event takes place on Microsoft Teams. If you have accessibility requirements, please inform the hosts when you register by emailing [email protected] and we will do our best to meet them. For example, we can support by providing the slides prior to the events, ensuring there is a transcript on the event and requesting that 1 person take all questions to allow a screen reader to function correctly. If there is anything else, we can support please don't hesitate to reach out directly.

Participants should always remember to keep their own client and customer details confidential and not disclose personal information about them.

Join the Money Guiders Network

Become part of a national community of practice, with priority notice of learning events and workshops, regular newsletters and networking opportunities. In partnership with the Money and Pensions Service:

Quaker Social Action delivers the network in England. To join click here or visit: http://www.moneyguidersengland.org.uk

Reed in Partnership delivers the network in Northern Ireland. To join click here or visit: https://join.moneyguidersni.co.uk/money-guiders-ni

Improvement Service delivers the network in Scotland. To join click here or visit: http://www.MoneyGuidersScotland.org

MaPS coordinates the network in Wales. To join click here or visit: https://trello.com/c/B0F6XQ1Q/20-about-the-wales-network