Competency Framework: taxation

Technical Domains

8. Taxation

This domain is about issues relating to taxation, including: communicating with HMRC; income tax; tax bands and personal allowances; capital gains tax; inheritance tax; stamp duty; employment and self-employment; source of support; scams. The domain comprises Tiers 1, 2 and 3. 

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

Training and qualifications

Find out about external training for the taxation domain.

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