How we work with Accountants
Anderson Lloyd’s independent financial advisers work with accounts to ensure the best financial solutions, by:
- 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.
- 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.