“Why pivoting to online meetings could damage your marketing”

Jan 8, 2021 | Digital

An independent (financial adviser’s) view

Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to see clients in their homes. Particularly those who told me ‘it’s fine, we’re pretty relaxed about Covid’. Some advisers have over-embraced the new norm of online meetings, to promote themselves as national rather than local. If you don’t mind a football analogy (no, me neither), that’s a bit like a non-league club on a lucky streak in the FA Cup thinking they’re Chelsea (assuming Chelsea are still good?) Works if you’re in the Cotswolds and been recommended to someone in, say, Bude. But why, otherwise, would someone in Bognor want an adviser in Manchester?

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“Rachel Reeves may be forced to raise taxes”

“Rachel Reeves may be forced to raise taxes”

Why did she/they (in the old sense) think that tinkering around with IHT and CGT would be enough to sort out the NHS; and the potholes; and…and the list goes on. My guess is  that they asked the Treasury for a list of anything not involving income tax that they could get away with lightly, although they should already have learned from the winter fuel stuff that all publicity is not good publicity.