Change happens at every level of the investment process. For example, changes in personal circumstances; changes in macro-economic cycles; movement of fund managers between institutions; legislation resulting in tax advantages being eliminated, etc. These changes could affect tax, investment and estate duty opportunities.
In order to ensure disciplined implementation of the plan, regular feedback and reviews, in formalised meetings, are required.
Calendar driven reviews: we generally meet clients at least twice a year.
Event driven reviews: to take advantage of opportunities that arise or to adapt to clients’ changing needs.
