Taxbriefs Commentary Library

Tax Cards - the business card that people want to keep

Danby Bloch, 30 Jul 2013


I once went to a CII lecture where the eponymous chairman of Timpsons, the shoe repairs chain, gave out his business card and I have kept it to this day – it provides me with a 15% discount on repairs at his shops. I use his local branch and value the discount.

What card could you carry with your name and which people would be keen to keep?

One strong contender would be a personalised tax data card, including your name and details, and also possibly an outline of your key services. And what will make this card so valuable to the recipient is the wealth of information about the current year’s tax rates, allowances, reliefs, limits, thresholds and much more besides.

When you give someone a tax data card, the chances are that they won’t throw it away – which is  likely to be much more than you can say for your ordinary business card. I know because I have been doing it for years. When I used to give financial advice, all kinds of people wanted and even expected to receive these cards.

By looking at the tax tables, clients and potential clients get to understand how the tax system works – at least up to a point. They learn about the various taxes and their considerable impact on both income and capital, and they also discover the value and importance of the main tax reliefs. The tax tables stimulate tax discussions and open up opportunities for you to explain what tax and financial planning is all about.

Digital Tax Tables and a mobile phone App are also great and perform a similar role.

If you are interested in any of our Tax Table services click here.


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Danby Bloch

Editorial Director, Taxbriefs

Danby Bloch is the editorial director of Taxbriefs, chairman of city-based IFAs, Helm Godfrey and director of Nucleus, an independent wrap provider.

Over a period of more than 40 years, Danby has established himself as one of the industry's leading thinkers and  is a respected author, lecturer and trainer on tax and financial planning.




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