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Technical Area: What to tell clients about tax as we come out of lockdown
VAT cuts may be balanced by tax rises in other areas
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Danby Bloch: Taxing times ahead
The chancellor has to find the money to both pay for the…
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Coronavirus crisis planning needs new cashflow modelling
Thousands of clients have seen large falls in the value of their…
Danby Bloch: In the worst of times, technology is our lifeline
If the lessons advisers learn now are carried into the post-Covid-19 future,…
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Danby Bloch: Is cashflow the key to risk?
Cashflow planning and risk profiling are great tools, but be sure to…
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Danby Bloch: ‘Til we e-meet again
Recently my wife and I had a review meeting with our financial…
SMCR is here whether you’re ready or not
Every adviser firm is affected and needs to take action to meet…
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Danby Bloch: This £300bn intergenerational transfer requires A-grade planning
Wealth transfer today is increasingly important to the opportunities young people will…
Advisers who still eat what they kill can’t savour the meal
Most advisers eat what they kill – to use the mildly offensive…
Danby Bloch: There is profit in advising under-40s
Traditionally, those who have not yet accumulated wealth have been told to…
Danby Bloch: Growing old well deserves a place in financial plans
Advisers can take financial planning further by talking to clients about how…
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Danby Bloch: Should advice firms employ or contract?
From workplace culture to business development, there’s much firms must consider around…
