Keep focused on your end goals and don’t let market noise sway you The complexity of today’s 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 could provide you with a clear advantage during uncertain times.… Continue reading Do you have a long-term investment strategy?
Category: All News
Alternative Investment Market shares
Reducing an Inheritance Tax liability on an estate Investing in Alternative Investment Market (AIM) shares is one way of reducing an Inheritance Tax liability on an estate. Qualifying AIM shares offer more Inheritance Tax relief than some other assets and qualify as ‘business property investments.’ If property is held as AIM shares in certain trading… Continue reading Alternative Investment Market shares
Minimising an Inheritance Tax liability
Passing assets to beneficiaries using a trust You may decide to use a trust to pass assets to beneficiaries, particularly those who aren’t immediately able to look after their own affairs. If you do use a trust to give something away this removes it from your estate, provided you don’t use it or get any… Continue reading Minimising an Inheritance Tax liability
‘Kickstart’ initiative
Maintaining housing provision The Prime Minister recently announced the doubling of the number of new homes built as part of the ‘Kickstart’ initiative to open up mothballed sites. The reallocation of government money for housing is a clear and welcome recognition of the importance of the need to maintain housing provision and of house building to the… Continue reading ‘Kickstart’ initiative
Investmen tsolutions
Achieving the most efficient mix of risk and return Do you currently have the most suitable method of holding and structuring your investments to achieve an efficient mix of risk and return that is specific to your particular objectives? And are you fully utilising the income, capital gains and inheritance tax advantages of these investments,… Continue reading Investmen tsolutions
Investing at a time of low interes trates
Investment opportunities when interest rates are low If you are an income-seeking saver in search of good returns from your savings in this low interest rate environment, we can provide you with the professional advice you need to enable you to consider all the options available. In addition, we can help you determine what levels… Continue reading Investing at a time of low interes trates
Investmen tbonds
Putting your money in a range of different investment funds Investment bonds are designed to produce medium- to long-term capital growth, but can also be used to give you an income. They also include some life cover. There are other types of investment that have ‘bond’ in their name (such as guaranteed bonds, offshore bonds… Continue reading Investmen tbonds
Pension freedoms
Taking responsibility for funding our own retirement Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to us all. We all know that our ageing population and increased life expectancy are putting a strain on government finances. Following pension freedoms, there’s greater choice than ever before in… Continue reading Pension freedoms
Positive outcomes
Impact investing without sacrificing returns or profits For those looking to make the world a better place, but not wanting to sacrifice returns or profits, impact investing aims to support a positive social or environmental impact, as well as looking to achieve compelling financial returns at the heart of sustainable investing. The term ‘impact investing’… Continue reading Positive outcomes
Volatility, risk and market declines
Relentless and continual rise in value over the very long term, punctuated by falls There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. But over long periods, we have seen markets recover from downturns, although past performance is no indicator of future performance. Corrections can be healthy and result in… Continue reading Volatility, risk and market declines
