Six points to chat through with clients before tax year-end
Allowances, ISAs and other opportunities
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...
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