Here we go all hands to the mill. Michael, Caroline and I have collated all sorts of information so we can start our six monthly reviews of our client’s portfolios. Frances is preparing all the reports and the copiers are doing a grand job. Not a particularly steady half year for investment returns, let’s hope the second half of 2008 is more profitable for our clients. We have adjusted all our portfolios ready to send out and we are placing more emphasis on cash and property in the second half of the year. We have also adjusted the portfolios to take account of modern portfolio theory in association with the Watson Wyatt’s Asset Allocation models more on this will be published on our website shortly.  

We have made some small changes to our website to allow viewers to have more information on IHT Inheritance Tax Liability/Planning as we are having increasingly more hits in this area. Also the time has come to replace our computers to accommodate more efficient office networking solutions.  

Bruce