Articles

October 2007 - Pre Budget Report Commentary

22nd October 2007

Transact Communication to Clients

8th October 2007

In late September Transact sent a regulatory update to all clients holding investments through them. Here we provide a brief, "plain english" summary of the communication.

Powers of Attorney - Act now!

17th August 2007

On 1st October 2007, EPAs will be replaced by Lasting Powers of Attorney (LPAs). Whilst it will not be possible to sign new EPAs after this date, any existing ones will continue to remain legally valid.

2007 Budget Commentary

30th March 2007

By now you will probably be familiar with the headline points from this year’s Budget. Whilst not wanting to add to the general avalanche of facts, figures and spin, as your financial advisers we believe that it is important for us to provide a brief and impartial summary of what we consider to be the most relevant developments.