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Hippo - Internal Docs

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Questionnaires

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  1. 2025 - Detailed
  2. 2025 - Simplified
  3. 2024 - Existing Client
  4. 2024 - New Client

Client Portal

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  1. Client Portal Login

Greenback

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  1. Request to be added to Box GB

Software

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  1. PDF Filler

Consultations

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Wendy

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  1. PAID Consultations
  2. Kick Off Call
  3. Free 30 Minute Meeting
  4. Free 60 Minute Meeting

Gemma

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  1. PAID Consultations
  2. Kick Off Call
  3. Free 30 Minute Meeting
  4. Free 60 Minute Meeting

Products

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  1. Onboarding Fee SA - £50 + VAT
  2. Tax Return - £600 + VAT
  3. Ad Hoc - £125 + VAT
  4. Ad Hoc - £250 + VAT
  5. Contact HMRC - £200 + VAT
  6. Onboarding Fee Limited - £150 + VAT
  7. 3 more

Tax Links

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  1. Traditional IRA Distribution Rules
  2. Inherited HMRC - Tax Issues
  3. 1099-R Box 7 Codes
  4. Understanding 1099s

Self Employed

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  1. UOHAO - Simplified
  2. UOHAO - Detailed

Internal

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  1. Historic Exchange Rates
  2. For New MTD from April 2026

Certificate of Coverage - UK

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  1. Check National Insurance Record
  2. How to get Confirmation of NI Paid
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