Broadening the tax year end conversation

In first in a series of articles for AccountingWEB.co.uk on personal financial planning matters - Richard Bertin takes a look at the opportunities to broaden the client conversation.

"Covid-19 has impacted not just businesses but also business owners and their finances. As such, it is worth perhaps taking a wider view of pre-tax year-end planning when talking to clients, given the impact the last 12 months will have had."

Read the full article here Pre-tax year end personal financial health check

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Accountants: talking insurance to your clients matters

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Is it time to give up the independent 'badge of honour'?