Financial advisers struggle most with lack of time to complete various tasks as the tax year draws to a close, according to research by Old Mutual Wealth.
The provider polled more than 470 advisers and asked them for the biggest challenge they face as the tax year comes to an end. Some 55% of advisers they said struggle with a lack of time, meanwhile...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created