How advisers can make the most of tax year end

Loading player...
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capital, and Jessica List from Curtis Banks, about how advisers can make the most of tax-year end for both clients and their own businesses and staff.
18 Mar 2022 English United Kingdom Business · Investing

Other recent episodes

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min

Gary Abela: AI is putting pressure on advice valuations

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…
25 Jun 29 min