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...
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