What if clients ask: 'do you take cash?'
CASH IN HAND
What would your response be to a client who wanted to pay you cash in hand, asks Mark Lisle, compliance manager of Rowanmoor.
Times change, as do sentiments. In the 80s, comedian Ken Dodd was acquitted of tax evasion, after £336,000 was found in cash in his attic, said to be the proceeds of a cash-based approach to his working...
More on Adviser tips
Garrett Harbron: Advice on getting retirement spending in (the right) order
'Forewarned is forearmed'
Trisha Siddique and Helen Barnett: CGT and divorce explained
Breaking up is hard to do
Heather Hopkins: Talking to clients about ESG
'What are you trying to achieve with your wealth?'
Mark Devlin: Pension contributions and relevant income explained
Complex calculations
Claire Trott: Extracting company profits with maximum efficiency
Three options available
Back to Top
More news
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
From 2023 to 2025
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
'We have seen a sea-change in attitude'
Altus launches vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Investors receive 50% discount after legacy share class shift
Assessment of value reports
FCA hands £3.4m back to unauthorised investment scheme victims
Digital Wealth and Outsourcing Express raised over £15m
