Whatever the issues we face that are a cause for concern, there are two ways we can approach these challenges.
We can take charge of the situation and start looking for solutions, or we can identify third parties as the cause and wait for them to remedy the situation.
Both strategies are valid but only the first option, to take charge and look for solutions, provides practitioners with a route to sort things out, otherwise, it would be a case of sitting back and waiting for someone else to act.
Settling for the waiting for someone else to act option is a likely outcome of dealing with HMRC; and when we do have to rely on third parties to solve a problem then we have no choice but to settle back and wait.
However, if we adopt a victim of circumstance approach when there is an option to take positive action, wouldn’t this “positive action” be a more effective route to ending an impasse than adding the problem to our pending tray?
From a client service point of view, sorting things out quickly, or quicker, has to be the order of the day. Clients will no doubt colour the advisor with the delays of others whereas they will credit you a quick solution if you can move the process along.
In practice, advisors will be caught in numerous situations where they will have to rely on the actions of third parties to help solve clients’ problems. But it is worth noting that, if possible, any situation that would allow you to move the process along should be grasped with both hands.
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