Member Since: 19th Jun 2009
9th May 2019
I'm a sole practitioner (no staff) looking for a portal solution for (mainly personal tax) clients. I need something very straightforward:...
4th Dec 2018
A client has substantial portfolios of shares managed by five different brokers. There are now up to 100 or more holdings in each portfolio...
13th Feb 2018
My head is spinning trying to get to grips with the new legislation on cleansing mixed funds. I think the issue is fairly straightforward...