COVID 19 – Office Arrangements & End of Tax Year Planning

Dear All

I am writing to update you on our current working practices and how we can ensure that we continue to provide support in these difficult times. Our phones in head office will be monitored but we would ask you to email any queries in the first place. Please only use the office phone number if it is very important. The majority of staff are working from home and have full access to our systems and will be able to respond to any requests.

Your adviser will be able to speak to you on their mobile phone if you have any advice issues. If you are carrying out any end of year tax planning then we are on hand to ensure this can be done. Providers are currently accepting scanned copies of paperwork and payments can be made by electronic transfer so systems are in place to meet any needs in this area.

We will update you if there are any changes to these arrangements.

Kind Regards

Ben Olson​
Managing Director

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