Fee Builder Library

Managing the Transition – March 2020

The March 2020 Fee Builder pack covers strategies for supporting clients who may be affected by the UK’s exit from the EU, 31 December 2020.

Consideration of these matters have been somewhat eclipsed by the COVID-19 lock-down and consequent disruption. However, if and when the Coronavirus pandemic is bought under control Brexit will resume its relative level of importance.

The March pack includes a number of ideas to support clients when this occurs.

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.