About this event

TaxAid and Tax Help for Older People are two charities providing free, confidential, independent, and expert help and advice for people experiencing difficulties and/or on lower incomes who cannot afford to access professional tax advice. They are a safety net for those who cannot be assisted by HM Revenue and Customs (HMRC) because they need independent advice or they are in dispute with HMRC.

Who is leading this session?

TaxAid and Tax Help for Older People.

Who should attend?

Any money guidance practitioner who wants to learn more about tax.

Agenda

This session, focusing on Scotland, will cover:

• Awareness of tax-related issues and communications from HMRC
• Specific tax issues that your clients may face, such as tax debts, penalties, PAYE and self-employment, marriage allowance, bereavement, and more
• Discussion of case studies of people with real tax problems
• How and when to signpost and refer people to TaxAid and Tax Help for Older People
• Other resources for tax-related information and support

“We acknowledge that tax issues can cause unnecessary anxiety and stress and contribute to poor wellbeing – by providing an independent and free service and by improving the knowledge and awareness of the tax system we aim to provide better outcomes for our beneficiaries.” TaxAid/ Tax Help for Older People

You’ll have an opportunity to put your questions to our speaker during this event as well as the chance to network with other event participants.

Links to the Competency Framework

This session is relevant to the following sections of the Money Guidance Competency Framework.

• Taxation
• Signposting Customers

Accessibility

This event is taking place online via Microsoft Teams. If you have any accessibility requirements, please make these known when registering for your free ticket.

Keep Up To Date With The Money Guiders Scotland Network:

• Contact: moneyguidersnetwork@improvementservice.org.uk
• Register with the Scotland Network
• LinkedIn Page
• Knowledge Hub Group
• Twitter

The Money Guiders Programme

Money Guiders is a programme run by MaPS, which seeks to help money guidance practitioners improve their knowledge, skills and confidence. 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.

Before attending the 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.

• How do you spot potential problems?

• How can you start conversations about money in a sensitive way and at the appropriate time?

• How do you maintain good boundaries in your role as a money guidance practitioner within your main area of work?

The Money Guiders Competency Framework

Click here to view the Money Guiders Competency Framework (English)

Click here to view the Money Guiders Competency Framework (Welsh)

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