Whether you have a particular investment goal in mind or you are simply growing a retirement fund, it is important to understand investment risk. The likelihood of losing some or all of your original investment should be fully understood, as well as your tolerance for the level of risk you are willing to undertake. [...]
With inflation rising in the UK, now is a good time to review your investment portfolio to ensure you are making the most of any potentially inflation proof investments. This is especially important if you are sitting on large sums of cash in the bank. Inflation is a market force that's impossible to completely avoid [...]
In this episode, I take a look at the importance of taking a long term view of the market instead of reacting to short term volatility. If you hold a more diversified portfolio for a longer period of time, market corrections can be healthy and can result in even stronger returns in the future. [...]
As another tax year end approaches it's important to finalize your end of year tax planning to reduce your tax bill wherever possible. The current tax year ends on the 5th of April in the UK, so reviewing your tax affairs now will enable you to make the most of any allowable deductions and strategies [...]
Planning of your investment goals is essential if you are going to stand a chance of achieving them and gain an understanding of what you can afford now and what you hope to achieve in the future. Tony sets out what needs to be clear and precise for you to be able to reach [...]
I often hear people ask "Do I Need A Financial Advisor?" Well for many people, the answer is yes, because quite simply that relationship may be one of the best investments that you will ever make. I've identified over 20 areas where I believe we add value to our clients, but I've just picked [...]
Now is the perfect time to begin planning for your financial year ahead and a comprehensive financial plan helps you to achieve your goals. In this podcast I share my 8 steps for creating your very own personal financial plan! Key Takeaways When considering your financial [...]
This short video takes a look at pensions and inheritance tax planning, an important aspect of Estate Management and Planning. The right type of pension, set up correctly, can be a tax efficient way to pass on your wealth. A video transcript is provided further below, if you would prefer to read about it. [...]
In this podcast episode, I take a look at the importance of visualising the future you wish to lead, so that you can live the life of your dreams and pass on your wealth successfully, leaving a legacy for those you love. Key Takeaways Financial challenges [...]
Are you aware of and therefore using all of your possible IHT exemptions? This video introduces a couple of the standard allowances available. A video transcript is provided further below, if you would prefer to read about it. IHT Exemptions - Video Transcript The tax [...]