Ensuring that both accountants and their clients are aware and up to date with pension legislation.- Reviewing pension schemes and making clients aware of the implications of NEST. Hyperlink
- Ensure that the clients have suitable and up to date policies that meet their objectives.
- Reviewing clients and reducing the costs of financial products through whole of market access and recommending more streamline products.
- Making sure that the client is operating their investment portfolios in a tax efficient manner.
- Communicating changes in financial products.
- Providing IHT advice and planning tools.
- Offering technical seminars to our accountant colleagues
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