The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the rush for the line as the end of the tax year comes into view.
As the silly season kicks in, advisers and their teams are at their very busiest ensuring that clients’ allowances are properly utilised before the 5th TYE April deadline. Good luck to you all I say!
But this year it’s even more taxing. Why? Don’t worry, I’m not going to mention ‘ISA season’ (a phrase which I have to confess to finding a tad annoying).
On March 6th, Chancellor Hunt will be delivering what is likely to be his final Budget or Autumn Statement before the next general election. Watch this space for all the latest news by the way, we’ll be running full coverage and analysis on the day and subsequently. You can easily access all our Budget coverage here https://ifamagazine.com/category/budget-2024/
Secondly, with Good Friday on March 29th, firms will be two working days down at the time when every day counts. How eggscellent (sorry, couldn’t resist that!).
Don’t TYE yourself down
Whether or not you’re snowed under with work at the moment, our Jenny Hunter has come up with some practical solutions that you can use to improve your time management and create a more orderly structure to your work. Jenny has had ten years’ experience as a Paraplanner so she knows these things – as I can attest. Check out her tips on page 32.
If it’s technical support you need, check out our Q&A with M&G Wealth’s Les Cameron on page 8. Their Tech Matters platform has been given a big overhaul recently. It is now an even easier place to access all the excellent tech support and tools – particularly valuable at this time of year. Do take a peek.
Also, take encouragement from Dynamic Planner’s Louis Williams as he highlights on page 28 how the value of advice impacts clients’ financial wellbeing. It really is worth all your hard work and efforts – honestly.
IHT planning is in top gear just now, so our chat with Charles Stanley’s James Rae about solutions using AIM on page 15 is well worth checking out too.
The business of advice
It’s hard to believe I know, but we’re now more than six months on from the introduction of Consumer Duty. But what has been achieved, where do we find ourselves now and are there areas where advisers need to allocate more attention? We share some analysis into the current state of play on page 23.
Earlier this year IFA Magazine ran a live webinar which featured a fund manager from LGIM (Andrzej Pioch) and two financial planners (Julian Strauss and Stuart Arnold). It really was a great conversation and you can see the details on page 12.
But there’s loads more…
As always, I hope that you’ll find something on the following pages which helps you to think constructively about what you do and how you do it. This magazine is just a snapshot of all the great content we run every day here on www.IFAMagazine.com . I hope you’ll come and visit us especially if you’re not a regular visitor. In the meantime, we hope you don’t get too TYEred out (ouch- sorry again) tackling the inevitable March workload.
Sue Whitbread
Editor, IFA Magazine
