Mad as a March hare: An amazing month for various reasons

March 2023 has been a 'bit of a crazy month' for financial planners

clock • 3 min read

Keith Churchouse looks back on the last month with all its ups and downs, saying March 2023 is one to remember...

The Easter rabbit is nearly out of the hat as we approach the end of the tax year, immediately followed by the Easter break. March 2023 has been a bit of a crazy month for financial planners and advisers. Sure, the end of the tax year occurs every year and the ‘last-minuters' make contact, even though they have been prompted to take action throughout the last 11+ months. To be fair, it's been happening for decades in my experience, and to some extent, it would be disappointing if there weren't a few allowances to use up with days to spare. However, March 2023 has brought with it a few...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read