Reckon is like an accountant in your pocket – but we’re not the only ones making small business life easier. We invited Reckon clients to tell us about the people in their lives who’ve made their success possible. Katy Walker, Amanda Stevens and Christine Metcalfe share the stories of their pocket pals who’ve inspired them […]
Archives for September 2022
Prenups focused on debt are winning favor with advisors. Here’s why
How to Conduct an Audit in Your Small Business
A nerve-wracking visit from the IRS isn’t the only type of audit out there. There are several audits you can—and should—conduct regularly. And to do that, you need to know how to conduct an audit. Read on to learn: What is an audit? The types of audits Why performing an audit is important How to […]
Only 43% Boomers on track for moderate retirement
Only 43% of Baby Boomer households are on track to mee the PLSA’s target for moderate retirement income, according to new research. This compares to 46.9% of Generation X households, according to the latest HL Savings and Resilience Barometer. The UK average is 42.6%. The PLSA standards say a single person would need a retirement […]
Q&A: KPMG head of tax policy discusses ‘levelling up’ and Truss’ tax cuts
In a conversation with Accountancy Age, Tim Sarson, head of tax at KPMG, discusses using the tax system to support the leveling up of infrastructure and living standards in the UK, and the new prime ministers tax cut promises. Do you agree with Prime Minister Liz Truss’ proposals to make tax cuts? Most of the […]
The disability dilemma: How to use retirement tools for a special needs child
Asking The Toughest Kinder Question: How To Help Clients Explore Regret Productively And Take Action
When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values. Clients may be tempted to postpone having such intimately personal discussions, and advisors may not be certain how to […]
Parmenion adds passive ESG MPS range
Parmenion Investment Management, the investment arm of adviser platform Parmenion, has added an ESG-focused passive investment solution. The PIM Strategic Passive ESG solution will be available to Financial Planners from today. The portfolio range will offer 10 risk grades using both funds and ETFs to invest across a spread of asset classes including global bonds […]
