The library · Accountancy firms · Events and press

Write an event recap

A recap of a tax seminar gets read weeks later by people who were not there and may act on a figure that has since changed.

The prompt
I work in marketing at an accountancy firm. Help me write up an event for people who missed it.

Context: A recap of a tax seminar gets read weeks later by people who were not there and may act on a figure that has since changed.

Before you start, ask me for anything missing from this list:
- Notes or a transcript
- Who spoke
- What we can share publicly

Then:
1. Lead with the most useful thing said.
2. Cover three or four points, each with a plain explanation.
3. Link to the next event or a way to ask questions.

Give me:
- A recap of 300 to 400 words
- A LinkedIn post version

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Tax points shortened until they mislead
- The date of the event and the tax year the figures relate to
- Attendee questions that reveal their own affairs

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Tax points shortened until they mislead
  • The date of the event and the tax year the figures relate to
  • Attendee questions that reveal their own affairs

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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