4 ways you could pass on wealth and protect your chosen family
The importance of managing your pension withdrawals to protect your retirement lifestyle
Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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Ahead of the referendum on UK membership of the EU on 23rd June 2016 we took a proactive approach over the holding of UK and European equity in our portfolios. At the time, we recommended selling these holdings ahead of…
With US interest rates increasing, the days of easy money are coming to an end and markets know this. The bond yield rises of mid-October took US 10-year Treasuries to 3.25% the highest in 7 years. This was the start…
The falls in equity markets in October were savage with all major markets falling deeply in the red. This was particularly true of the US technology sector. One factor that has emerged from these sell offs is the price that…
If you choose to flexibly access your pension, you will trigger the Money Purchase Annual Allowance (MPAA). This Allowance currently stands at £4,000. This means that you will only be able to contribute up to £4,000 to all Money Purchase…
Tax Thresholds & Allowances The Budget announced the following thresholds and allowances will take effect from the 2019/20 tax year. The government had previously planned to increase the personal allowance and higher rate thresholds to these levels by April 2020…
World markets took a heavy fall last week due to the concerns that US interest rates are likely to rise for further than previously expected. New York’s Dow Jones Index fell 5% over two days of trading while the FTSE…
The Federal Reserve Chairman Jay Powell recently announced that “The US economy is enjoying a remarkable positive set of economic circumstances and there was no reason to think it cannot continue for some time”. His comments are a result of…
Our last blog post and newsletter entitled ‘A Soft Affair’ was written soon after Prime Minister Teresa May published her governments negotiating position with the EU over Brexit. Since the publication of the so called ‘Chequers Agreement’ there has been…
With the publication of the government’s white paper – The plan for the UK’s Brexit, it now seems almost inevitable that there will not be a substantial break away from the EU when Brexit formally occurs in March 2019. Instead,…
