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Following the Prime Minister’s announcement on Monday 12th July confirming “Freedom Day” and having had the opportunity to review the proposed guidance and rules published by the governments of the three nations, we’re excitedly looking forward to being able to meet with clients face-to-face from Monday 19th July.

However, having consulted all of the available information, we have concluded that all that is changing are technical changes from “law & regulation” to “guidance” and that the guidance is to comply with the laws and regulations when they become guidance.

It is clear that video-conferencing and telephone meetings should remain the default option for many clients, for a little while longer. However, we recognise the value of real-world face-to-face interactions so we will be resuming real-world meetings from Monday 19th July.

To protect our clients, families and team, real-world meetings from Monday 19th July will ONLY be attended if they are ‘COVID-Secure‘.

We anticipate our COVID-Secure-Meetings policy will evolve as the three nations continue to evolve their COVID policies and as we experience the ‘new normal‘.  Therefore, we have created a new page on our website,  dedicated to COVID Secure Meetings. The new page can be found under the “working together” menu are directly here and includes a downloadable COVID-Secure meeting checklist.

Please don’t hesitate to contact us should you have any queries.



Free Download

Download our free COVID-Secure Meeting checklist

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Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

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Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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