As you well know, one of the ways to add value as a trusted advisor is to have a clear understanding of your clients and their financial goals. This helps you to form a clear idea of the specific tax reliefs and allowances they are entitled to. From minimising their income tax to keeping a watchful eye on any capital gains, you can help clients plan their investments efficiently, making sure that they save money by only paying as much tax as is necessary.
The end of the tax year is a great time to reach out to existing clients to schedule a review meeting. It also offers an opportunity to start a conversation with new prospects. Changes that were communicated during the 2023-2024 budget speech could very well impact your clients’ retirement savings and investments.
Let atWORK do the math
atWORK’s powerful software makes it easy for you to focus on servicing your clients as annual tax changes are instantly updated in the system. All you have to do is schedule a meeting with your client and let atWORK’s intuitive Wizard guide you through the planning process – our tax tables do the work behind the scenes. Our powerful Retirement Gap Calculator is a popular feature with advisors who want to show their clients a few quick scenarios to help them make the right decisions.
It’s easy to understand why more than 5,000 financial professionals trust atWORK’s cloud-based software to help run their practices efficiently:
Our Customer Relationship Management (CRM) system allows for capturing and storing important client information like income tax numbers.
Our automated reminder functionality is helpful as it can be used as a prompt to set up review meetings with clients.
Our intuitive Wizard guides advisors through the planning process, helping to give clients the best advice.
The Retirement Gap Calculator is extremely useful for quick-scenario calculations when clients are considering tweaking their retirement plan.
Use atWORK to save time, improve efficiency, and to give your clients the best advice – and even better service. While you’re at it, download our helpful tax card and keep it close by for easy reference to the changes announced in this year’s budget speech.
