Business Support Administration
Imperative to the smooth running of the Altero office, this department includes the accurate maintaining of incoming and outgoing correspondence and all daily communications with our clients.
Here we process and update spreadsheets, the diary system and generate client schedules. We also liaise with external agents and providers, collate client case administration and prepare valuation reports for assessment by our Financial PlannersBack
New focus on Inheritance Tax The government has requested a review of inheritance tax (IHT), focusing…Read more
Stock Market turbulence in 2018 Global markets were hitting new all-time highs repeatedly in 2017 before…Read more
New Tax Year Begins When the current tax year comes to an end so will some…Read more