How Accountants Can Generate Tax Planning Leads Using Data Mining (Holding Companies & FIC)

Most accountants wait for tax planning opportunities to come to them.

In this video, I show how to use data mining to identify potential tax planning, company structure and succession planning opportunities in under a minute.

You’ll learn how to find:

✅ Newly launched SPV companies
✅ Directors with linked companies holding £50,000+ cash reserves
✅ Potential holding company opportunities
✅ Family Investment Company (FIC) prospects using director surname analysis
✅ Property investors actively building company structures
✅ High-value business owners before your competitors find them

Using FormationData, we can identify directors, linked companies, cash positions and corporate structures to uncover genuine tax planning conversations.

If you’re an accountant, tax adviser or corporate finance professional looking to generate your own leads rather than relying on referrals, this is a practical walkthrough of how data mining can help.

Видео How Accountants Can Generate Tax Planning Leads Using Data Mining (Holding Companies & FIC) канала FormationData