Happy new year: time to talk tax

TAX PLANNING

clock

As we welcome in a new tax year, Gerry Brown, technical manager at Prudential, highlights some key talking points to demonstrate your value to clients.

The new tax year is here and there are a series of technical advice points that are always useful to bring up with clients. In the post-RDR world, demonstrating value to existing and potential clients has never been more important. The following planning opportunities can do a lot to help increase the adviser’s standing. They also provide an opportunity to interact with professional connections, particularly accountants and lawyers. Make a will The only way to make sure a spouse, partner, relative, friend, organisation or charity inherits what an individual wants them to, is for tha...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Asks: How concerned are your clients about the impact of Trump tariffs?

PA Asks: How concerned are your clients about the impact of Trump tariffs?

This week’s poll also looks at consolidation and the Lifetime ISA

Professional Adviser
clock 04 February 2025 • 1 min read
Transact to streamline adviser fee reconciliation with CURO integration

Transact to streamline adviser fee reconciliation with CURO integration

New API connection to reduce manual admin for financial advisers

Sahar Nazir
clock 04 February 2025 • 1 min read
Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

USA and KPC meetings

Linus Uhlig
clock 03 February 2025 • 3 min read