Topic: Uncategorized

Diverse range of funds

Posted on May 11, 2020 by - Uncategorized

Choosing a broad spread of instruments in which to invest

Pooled investment funds are usually large funds built by aggregating relatively small investments from individuals. A professional fund manager (or a team of fund managers) determines which assets to invest in and then purchases accordingly. They are also known as ‘collective investment schemes’.

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Top 4 tips for good tax planning

Posted on March 9, 2020 by - Uncategorized

What should I consider before the end of this tax year?

The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will be lost if they are not used before the deadline.

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Time to give your pension pot a boost?

Posted on March 9, 2020 by - Uncategorized

Planning ahead for the financial future you want

Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make sure you have enough money when you eventually retire. To give your pension pot a boost, one option to consider if your pension savings are more than your annual allowance is to take advantage of the ‘carry forward’ rules for unused annual allowances from previous years and still receive tax relief.

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Portfolio diversification

Posted on March 9, 2020 by - Uncategorized

Don’t put all your eggs in one basket

Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety of assets to reduce the overall risk of an investment portfolio.

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Preserving your legacy

Posted on March 9, 2020 by - Uncategorized

How to keep your wealth in the family

Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a time when they won’t be here, but unfortunately the reality is that some people aren’t prepared financially.

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