Keith Churchouse urges advisers to keep a watchful eye on clients who, over the years, may slowly fall into the vulnerable category and need that bit of extra assistance from their trusted intermediary especially during these testing times
In preparation for publication, I had originally written an article on vulnerability, the normal life processes of the end of the tax year and the festival of spring and Easter. With the ever-evolving significance of the deadly global Covid-19 disease, perspectives have vastly changed over the course of a two week period, placing certain aspects of our lives into focus, with some no longer important, and some aspects we take for granted moving front and centre. The Budget, eloquently delivered, is now superseded. Equity markets have fallen sharply, and the real advantages of diverse a...
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