Ten key dates in 2018 every client should note

Making clients aware of key dates in the financial calendar can really encourage better engagement with the personal finance issues affecting them. This can also save them a shock and you, as an adviser, a worried phone call about any unforeseen changes. Of course, the Spring Statement, Autumn Budget and tax year-end are all obvious ones to keep in mind. Nevertheless we've included several others below for your clients to take note of…  31 January - Self-assessment deadline  This may stray more onto the accounting side of your client's personal finances but encouraging those who ar...