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Loulita Gill 29/10/2021 Loulita Gill 29/10/2021

Tethering business and personal financial planning, for accountants

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Loulita Gill 29/10/2021 Loulita Gill 29/10/2021

Behind the business - accountants and the potential of personal financial planning

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Loulita Gill 22/09/2021 Loulita Gill 22/09/2021

Help me help you: Professional connections and the art of referrals

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Loulita Gill 30/06/2021 Loulita Gill 30/06/2021

Enhancing the link between accountant and IFA

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Loulita Gill 12/05/2021 Loulita Gill 12/05/2021

Hook up corporate and personal financial planning

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Loulita Gill 26/04/2021 Loulita Gill 26/04/2021

Accountants: Corporate financial health check- Planning for death

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Loulita Gill 15/03/2021 Loulita Gill 15/03/2021

Accountants: talking insurance to your clients matters

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Loulita Gill 19/02/2021 Loulita Gill 19/02/2021

Broadening the tax year end conversation

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Loulita Gill 29/01/2021 Loulita Gill 29/01/2021

Is it time to give up the independent 'badge of honour'?

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Loulita Gill 18/01/2021 Loulita Gill 18/01/2021

FCA must rewrite the rulebook, starting with education

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Loulita Gill 11/01/2021 Loulita Gill 11/01/2021

What it takes for an industry to become a profession

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Loulita Gill 30/12/2020 Loulita Gill 30/12/2020

Watch: The opportunities for accountants to help with personal financial planning

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Loulita Gill 17/12/2020 Loulita Gill 17/12/2020

Watch now - ICAEW ‘Interacting with clients in the virtual world’

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Loulita Gill 09/12/2020 Loulita Gill 09/12/2020

Has Covid redefined personal financial planning?

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Loulita Gill 08/09/2020 Loulita Gill 08/09/2020

Can your clients afford to pay their personal tax bill?

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Loulita Gill 28/07/2020 Loulita Gill 28/07/2020

MORTGAGE HOLIDAYS-WHY AN ACCOUNTANT SIMPLY CAN’T IGNORE THEIR CLIENT’S PERSONAL CASHFLOW

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Loulita Gill 23/06/2020 Loulita Gill 23/06/2020

Why accountants should take another look at the ‘forgotten’ DPB licence

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Loulita Gill 22/05/2020 Loulita Gill 22/05/2020

Covid 19 redraws the line between accountants and financial advisers

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Loulita Gill 15/01/2020 Loulita Gill 15/01/2020

Tether - connecting business and personal financial planning

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