Views

Our latest news, views and opinions for the business, financial and investing sectors, including personal finance.

Risk of retirement longevity

24/7/20

Maximising investment returns over a longer life expectancy There are lots of variables in retirement: how long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. But once you have retired, investing is anything but straightforward.…
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Keeping your wealth in the family when you’re gone

29/5/20

Nobody likes to think about their death, it's a taboo subject and the reason why so many people die without leaving a will, or efficiently planning for their finances after they're gone. This can lead to tax burdens on spouse and family that could be avoided if planned for correctly.…
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Wealth management during volatile times – portfolio diversification is key

20/5/20

We're living in unprecedented times. With most of the world on lockdown and most economies on pause, now is the perfect time to be looking at your portfolio and assessing your risk, and more importantly, deciding whether your wealth management practices are ready for when we eventually emerge from the…
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Is it time to explore your ISA options?

22/3/20

An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, medium and long-term saving options, and with the end of the current tax year not too far away, it’s essential to make the…
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What does wealth look like to you?

11/2/20

  Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals…
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The FCA does not regulate Tax Planning.
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