Ken Davy: Spring clean your clients' portfolios

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.

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