With the red-letter date of 5 April just weeks away, Killik & Co has drawn up a bite-size checklist of the best ways to make sure clients have made the most out of their money in this tax year and on into the next.
From investing in Lifetime and Junior ISAs for children and grandchildren to protecting pension funds, Killik & Co director of wealth planning Sarah Lord runs through six key points to talk through with...
Targeting HNW estates
Supreme Court ruling
Supreme Court ruling in August
Bumper birthday present
American-style capital protection barriers largely to blame
To offer multiple products
Merger talks between mutuals, savings are dead and locked down finances - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend...