Turning our calendars over to May reminds us that the days are getting shorter and colder (unless you’re lucky enough to live somewhere warm all year round). But it should also trigger a reminder to review client portfolios before the year ends. This will ensure that clients have maximised the opportunities available for the current financial year and are organised for the new financial year.
In this Technical Journal, we outline some tips and opportunities for your clients as we approach the end of another financial year.
