Getting your clients' diaries in order for the year ahead is just as important as organising your own so, with that in mind, here are 10 dates they should pencil in to help keep their personal finances on schedule
31 January - Tax return deadline Clients have until midnight on 31 January to pay all the tax they owe for the 2017/18 tax year. Encouraging them to get started with organising what they owe as soon as possible should help them avoid any financial stress - or fines. Early 2019 (TBC) - potential FCA ban on CFDs The Financial Conduct Authority (FCA) is set to consult on a potential ban on the sale of derivative products referencing cryptocurrencies, including contract for differences (CFDs), to retail customers. Any ban could come into effect in early 2019 and comes after the October...
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