Legitimate planning could save you money by reducing a potential tax bill With tax increases the prospect for the foreseeable future, it is essential that you make the most of every available tax relief. Using the tax breaks available to you also makes good financial sense. Different ideas will suit different people. If you would like… Continue reading Tax attack
Category: Investment
Generating market-beating returns
How much risk are you willing to take? It is impossible for an active manager to always outperform the market, but through the process of stock selection, active management introduces the potential of generating market-beating returns. For those willing to take on the additional risk that comes with stock market investment, an actively managed fund… Continue reading Generating market-beating returns
Overseas assets
Investors should not delay in disclosing their assets With the latest HM Revenue & Customs (HMRC) campaign aimed at targeting investors with overseas assets, some investors could be worried about the impact this could have on their overseas investments, and others could be put off from investing overseas altogether. However, it’s not all doom and… Continue reading Overseas assets
Enjoy the time of your life
Have you given full consideration to your long-term pension investment strategy? Reviewing your retirement planning Having a pension today is recognised as just one important step along the path to achieving your dreams once you have stopped working. Now, not only must you carefully consider where you actually invest your pension money and how you… Continue reading Enjoy the time of your life
Desperately Seeking income
Yields have dropped across the asset classes, except for equities He may only have been in the job for just over six months, but Mark Carney, the Governor of the Bank of England, has already signalled his intention to do things differently and this is most noticeable in his concept of ‘forward guidance’. Ongoing problem… Continue reading Desperately Seeking income
Cashing in on alternatives in 2014
Taking a step up the risk ladder means assessing your appetite for risk It has been a torrid time for cash savers over the past five years. The Bank of England Base Rate has been on hold at its 300-year low of 0.5% since March 2009. Although there have been murmurings of a possible rise… Continue reading Cashing in on alternatives in 2014
Make the most of every available tax-planning opportunity
You’d better get your skates on with the end of tax year fast approaching No one likes to pay more tax than they have to but one of the challenges of wealth is the high taxation it attracts. With real-terms tax increases the prospect for the foreseeable future the pressure is on to make the… Continue reading Make the most of every available tax-planning opportunity
Navigating a shifting landscape
Prioritising short-term needs as opposed to long-term goals Recent years have brought tremendous change around the globe, change that affects us all. People are trying to navigate this shifting landscape, but it’s not easy. In the first Investor Pulse survey conducted by BlackRock, half (50%) of the people surveyed said they feel in control of… Continue reading Navigating a shifting landscape
It can be reassuring to take a long-term perspective
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… Continue reading It can be reassuring to take a long-term perspective
Offshore investments
Utilising tax deferral benefits For the appropriate investor looking to achieve capital security, growth or income, there are a number of advantages to investing offshore, particularly with regards to utilising the tax deferral benefits. You can defer paying tax for the lifetime of the investment, so your investment rolls up without tax being deducted, but… Continue reading Offshore investments
