Client Service Team – End of Tax Year Campaign (JF)

With the 19/20 tax year behind us, here is an overview of our end of tax year campaign that took place in quarter 1:

The team directly contacted more clients than ever = 823 (424=2019)

We submitted more cases than ever = 93 (72=2019)

Received the largest amount in funds under management from tax year cases than ever = £1,543,066 (£1,332,000=2019)

However, our average value per case was down from £18,500 in 2019 to £16,592.

Despite the effects and worries of COVID-19, we were able to contact and help our clients improve their tax position! 

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