The Changing World of CGT
Timeline explores how the continuous changes in government legislation on CGT are creating a moving target on how to achieve the best client outcomes...
This session is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.
Timeline explores how the continuous changes in government legislation on CGT are creating a moving target on how to achieve the best client outcomes...
Take a look at one of Quilter's most popular webinars, as Shaun Moore from Quilter's Product Technical Team looks at The New Era of CGT, pointing out...
Discover the harsh reality of the state of platform service, and how it impacts client relationships, fees, and business growth. Backed by...