The end of the tax year presents a valuable window of opportunity for advisers to review their clients’ investment portfolios and make the most of the allowances, reliefs and exemptions available to them. Equally, the start of the new tax year provides a renewed opportunity to think ahead and help your clients build a sustainable, tax-efficient portfolio across the year rather than waiting until the last minute and risk missing deadlines before 5 April.
We’re honoured to have been recognised at the recent Money Marketing Awards, taking home not one but two trophies from the night.
At the prestigious ceremony in London last month, Nucleus was named best platform following nominations from advisers and after a written submission that was scrutinised by an expert judging panel.
The Nucleus census is the annual temperature check of our platform users, tracking how they and their businesses are progressing from year to year. We’ve just published the latest census and there are some interesting themes emerging.