Tag Archives: Excess Investment Assets

Passing on your Company – Excess Investment Assets – Part 1

We are in the thick of tax return season for 2020. It’s the final countdown to the 17th of this month. The Beyonce song “Irreplaceable” comes to mind. “To the left, to the left. Everything you own in a box to the left” We use a Kanban flow chart to organise all the clients. We