Welcome to the World Tax and World TP research process. This document should provide you with an overview of the methodology we use for the research process, as well as some tips on how best to complete your submission form
Webinar
If you would like more information on the research process, we will also be producing a webinar about the research process that you can attend live or watch on demand after it has been completed:
The webinar takes place on February 23, 2021
You can register to participate in the webinar HERE. A recording of the webinar will also be available at the same location once it has taken place.
RESEARCH LAUNCHED: |
January 14 2021 |
RESEARCH WEBINAR: |
February 23 2021 |
SUBMISSION DEADLINE: |
March 31 2021 |
PRACTITIONER SURVEY DEADLINE: |
April 30 2021 |
CLIENT FEEDBACK SURVEY DEADLINE: |
May 31 2021 |
WORLD TAX PUBLISHED: |
Late September 2021 |
WORLD TP PUBLISHED: |
Early October 2021 |
If you need an extension to the submission deadline, please contact the editor, Jon Moore (jmoore@delinian.com).
If you work for a tax practitioner that advises on matters covered by any of the categories below, you can participate in the research by completing a research form.
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Companies can submit three research forms covering Tax (all non-TP or controversy matters), Transfer pricing and Controversy, litigation and disputes, one for World Tax and World TP, or just one form for all practice areas.
The form asks for basic information on the structure and focus of your practice, recent changes to the team, and up to 15 highlight deals per practice area. In the 2022 cycle, highlighted deals should be matters on which the firm has done substantial work since January 1, 2020, or which closed after that date.
Firms can provide an unlimited number of client referees in support of submissions. All referees provided by the submission deadline will be contacted by e-mail to ask for feedback on companies’ and individual practitioners' work.
How to participate in the research
There is no fee to participate in the research, or to be ranked.
There are three steps to the submission process:
PLEASE NOTE: We can no longer accept client referees or submission forms by email as it contravenes our GDPR policy. All submissions must be submitted via the above links.
Completing the research form
To complete the form, please follow the instructions detailed within it. This information should fully explain what should be contained in each section.
Please provide us with as much information about matters as possible. Please ensure all confidential information is highlighted in RED. Any information not highlighted in RED will be considered public and may be used by researchers in editorial coverage in both the guides and online.
Client survey
The process for collecting client feedback is designed to be as simple and straightforward as possible. We will contact all those individuals provided to us through the CLIENT SUBMISSION PORTAL by email. They will be invited to complete a simple online survey, asking them to provide feedback on their experience working with your practitioners.
We will contact the individual who submitted the client information approximately a week before we send out the client survey, to let you know we will be contacting your clients.
This constitutes the most important pillar in the process is the best way to affect your ranking. As such, we encourage those submitting to vet client referees before sending their contact details, to ensure they are both willing and able to provide the kind of effective feedback we are looking for in the research.
Practitioner survey
All senior tax and transfer pricing practitioners are invited to participate in the peer feedback survey. This allows individuals to highlight their own recent work, to make a case for their inclusion as a leader in their field. This is perhaps the best way for an individual that feels they should be recognised to emphasise it to the research team. We therefore would encourage as many of your senior personnel as possible to complete this survey, when they have the chance.
We also ask them for their recommendations for other firms and individuals they have worked with, whether domestically or internationally. As frontline practitioners they have the best view of those doing the most impressive work – especially more junior staff whose importance in the work may otherwise not have been noticed by clients. We therefore highly value the input of practitioners in the research and would encourage as many as possible to take part.
COMPLETE THE PRACTITIONER SURVEY
The guides are produced using our three foundational pillars of research:
Our research teams combine these three sources – along with independent research – to produce the finished World Tax and World TP guides.
As part of the research we also produce several Leaders guides throughout the year that recognise the expertise and quality of individual practitioners. These are published in individual guides and online with our detailed practitioner profiles. The process for determining which individuals to include in these follows the same process.
When you submit you should try and provide referees for all the individual practitioners you feel should be included in these guides. A practitioner working on significant matters who receives a reasonable amount of good client feedback is more likely to be included.
Alongside our firm rankings, we also recognise the work of outstanding individuals as Leaders in their respective fields.
The individuals are selected as part of the World Tax and World TP process, using the same three pillars of research:
There is no need for firms to nominate individuals as all those eligible are automatically taken into consideration. From a candidate’s perspective, the only thing you need to do is ensure your work is clearly highlighted in the firm submissions or detailed in the PRACTITIONER SURVEY and that you have client referees willing to provide positive and detailed feedback on your work.
TIPS ON HOW TO FILL OUT AN EXCELLENT SUBMISSION FORM
PRACTIAL EVIDENCE
Audience = our researchers
Rankings = competitive
Context
Questions you can answer
Ranking tables
Confidentiality
One, two or three forms?
LEADERS GUIDES
You can list your outstanding individuals for consideration for the World Tax Leaders, but this does not guarantee includsion. Ideally, they should be linked to a case deal they have worked on as evidence
CLIENT REFEREES
Include client contacts: