Four days, five meetings, and an investment committee thrown in for good measure. Two annual planning meetings with long-established clients confirmed, once again, what the
Systematicsys·tem·at·ic ‘according to an agreed set of methods or organised plan’ We had our regular Investment Committee Meeting at the office this week, along with
In the spring Budget it was announced the ‘lifetime allowance’ was being abolished. The date was set, 6th April 2024, and before this, the lifetime allowance