Countdown to Tax Action 2013

01 Mar 2013

Tax Action survey

As the countdown to unbiased.co.uk's Tax Action campaign, sponsored by Tax Calc, begins, we would appreciate it if you could complete our short survey on consumers' tax planning habits.  To take part click here - thank you!

We like to listen...

We recently received feedback on how some of our qualifications are listed on the search.  Thank you for taking the time to let us know your thoughts.  We have now updated the way we show diploma papers and SQA qualifications, making it easier for consumers to find advisers with relevant qualifications for their advice needs.  Make sure you login and update your profile

Positive outlook for advisers

Thank you to all of the advisers who recently completed our investment survey.  You've told us the outlook appears positive for advisers, as almost half of you (49%) think your clients will need more advice on their investment decisions over the next year, and a further 47% believe their clients' advice requirements will stay the same.  The results, featured in Money Observer this week, also revealed one in four of you think economic uncertainty in the Eurozone is currently the top concern for UK investors.  The threat of triple dip recession and rising inflation were also said to be amongst their biggest worries.  We want to know what else you think UK investors are most concerned about; you can join in with our discussion on LinkedIn.   

Help your clients at each advice stage

Research by Horner Brookbank highlights that clients most value financial advice which positively affects how they can live their lives.  You're likely to have a range of clients, including those saving for retirement or planning to retire soon - or already retired and taking an income.  You may also have clients who want to share their accumulated assets tax-efficiently.  The advice you give these clients now can positively impact their lives and help you to demonstrate the value of your advice.

Standard Life is committed to supporting you with this and has identified four key advice stages - Save, Shift, Spend and Share.  Standard Life has also launched a new hub available on Adviserzone, where you can find lots of useful information and resources, including videos and PDF case studies on your clients' needs at each advice stage.

 

Regards

The unbiased.co.uk team

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