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1. "California dreaming on such a winter's day"

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Tags: PFS, MDRT, Ken Davy
By Ken Davy

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Testimonials

“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”

Chris Kelly
Boldon

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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