Ken Davy: Spring clean your clients' portfolios
06 Apr 2016
As we enter a new tax year, it is time to spring clean client’s portfolios and bring them up to speed with recent changes
I am not sure whether it really qualified as spring cleaning, but I spent part of the Easter break clearing out some of the clutter I have collected over the years.
Far from being a chore, though, I found the exercise satisfying and therapeutic, and it set me thinking about how much better our clients will feel if we help them give their savings and investments a spring clean.
Read the full article on FTadviser.