News Articles

March 2014


The Importance of Having a Current Wealth and Estate Plan

As trusted advisors to our clients we provide more than just compliance based services. Often this includes ensuring that they have put in place appropriately structured succession plans, be they operational or estate plans.  As with anything in life, these plans are revisited from time to time to ensure they...


Maximising Your Investment Yield or Dividend Washing ?

Maximising your investment yield by buying and selling your shareholdings at the correct time is one of the basic strategies a lot of investors use.  However, as you maybe aware, legislation is set to be introduced to prevent a particular buying and selling arrangement that in some circles had become...