Topic: News

Enjoy the time of your life

Posted on December 18, 2013 by - News, Retirement, Uncategorized

HAVE YOU GIVEN FULL CONSIDERATION TO YOUR LONG-TERM PENSION INVESTMENT STRATEGY?

Retirement planning involves thinking about your plans for the future now – that means investing your money with the aim of maximising its value ready for when you retire.  Careful financial planning, the right mix of assets and starting sooner rather than later could all help lead to the retirement you are looking for. Many years ago the traditional view of saving for retirement was to simply put your money into a pension, with few decisions to make in the run-up to your retirement date and no choice over how the pension was taken. (more…)

It can be reassuring to take a long-term perspective

Posted on November 20, 2013 by - Investment, News

As wealth grows, so too can the complexity of its management. Our approach is to cut through complexity and offer you clear guidance to achieve your goals. Today’s challenging economic and global conditions, coupled with uncertainty in Europe, North America and China, have combined to create a degree of cautiousness among many investors. A long-term investment strategy will provide you with a clear advantage during uncertain times. (more…)

Investment trusts

Posted on November 20, 2013 by - Investment, News

Investment trusts are based upon fixed amounts of capital divided into shares. This makes them closed ended, unlike the open-ended structure of unit trusts. They can be one of the easiest and most cost-effective ways to invest in the stock market. Once the capital has been divided into shares, you can purchase the shares. When an investment trust sells shares, it is not taxed on any capital gains it has made. By contrast, private investors are subject to capital gains tax when they sell shares in their own portfolio. (more…)