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Tax year end approaches. Take action now!

1st March 2019

The recent unseasonally warm weather has brought the first taste of spring. This reminds us that the tax year end is approaching. Planning must not be put off; there are 25 working days untill the end of the tax-year at the time of writing.

You can read our latest commentaries here. The first two months of 2019 have seen respite from the very tough fourth quarter for global stockmarkets, owing to concerns about Trump and Brexit. We know that clients dislike their investments going down and that this can cause worry. With platforms required to send out statements every three months, you are unlikely to be able to miss the impact on short-term volatility on the value of your portfolio. Read our updated guide to current market conditions for why in most cases it pays to do nothing, and the circumstances where action is needed.


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