On 6th April, the first of our tax return reminder emails goes out.
It's the first of many throughout the year to ensure that we don't miss anyone, and you don't forget to give us your stuff!
It's also got a Google Form attached that we ask everyone to complete. This form ensures we don't miss anything from your tax return. Some of the clients that we know really well, or have personal relationships, will assume that we know things like child benefit or student loans. It's understandable, because we've got fabulous relationships with you all 🥰
However, we can't know these things without you telling us.
Some prime examples are that we might know you have children, but that doesn't mean we know you receive child benefit. We might know you went to uni, but that doesn't mean we know you have a student loan.
Honestly, as we have scaled so quickly, we need to have some measures in place so that we are not just dependent on our memories 🤪
This form is to ensure we capture everything, so please complete it, no matter how well you think we know you 🙏
Deputy Editor of Investing and Retirement
1moI cannot recommend Kat enough! Having her freelance for our investing team at Forbes Advisor has been an absolute dream. If you need expertly crafted articles that have been thoroughly researched with perfect citations Kat is the writer for you! Almost nobody else in this business can breakdown complex, nuanced topics as well as she can.