Topic: Uncategorized

Income-generating investments

Posted on March 9, 2020 by - Uncategorized

Time to widen your search for income?

If low interest rates continue, it really matters where you invest your money. Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value.

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Individual Savings Accounts

Posted on March 9, 2020 by - Uncategorized

Transforming your investment outcomes

Investing through a tax-efficient wrapper, such as an Individual Savings Account (ISA), can give a significant boost to an overall investment portfolio, but it should be blended with an appropriate investment strategy to give the best outcome.

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2019/20 ISA allowance – use it or lose it

Posted on March 9, 2020 by - Uncategorized

Maximise your wealth creation – don’t miss the deadline

Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts, or ‘ISAs’. An ISA is a way of holding savings or investments without paying personal tax on interest received or on the growth of your investment.

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Collective investments

Posted on March 9, 2020 by - Uncategorized

Pooling money in one or more types of asset class

Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager.

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Tracker funds and exchange traded funds

Posted on March 9, 2020 by - Uncategorized

Market index following the overall performance of a selection of investments

Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index follows the overall performance of a selection of investments. The FTSE 100 is an example of a market index – it includes the 100 companies with the largest value on the London Stock Exchange.

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