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Monthly Archives: August 2015

Investing


Six principles to consider Successful investing involves making choices that meet your unique needs today and your financial goals for the future. Your personal circumstances will affect your decisions every step of the way. Whether you are saving for a … Continue reading

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Changing financial attitudes


New priorities increase the protection gap Many Britons consider that having an Internet connection and mobile phone is a greater financial priority than protecting their mortgage and income, according to new research. The economic downturn in previous years, low interest … Continue reading

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A higher return on your investment


Invest as much of your annual ISA allowance as you like in either a Stocks & Shares ISA or a Cash ISA, or any mixture of the two Some people never look beyond Cash Individual Savings Accounts (ISAs), but by … Continue reading

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Asset allocation


Deciding how to weight your portfolio Asset allocation is the bedrock of successful investing. The challenge for investors lies in deciding exactly how much to allocate to each asset class.

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Taking preventative action


Reducing your beneficiaries’ potential Inheritance Tax bill – or mitigating it out altogether With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out … Continue reading

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Principles of diversification


Minimising exposure to volatility and market setbacks Investing would be easy if markets rose in a straight line. Unfortunately, that is rarely the case. Over the long term, assets such as shares and bonds have tended to produce positive returns, … Continue reading

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What a relief


Assets that pass on free of Inheritance Tax Inheritance Tax reliefs allow some assets to be passed on free of IHT or with a reduced bill. The executor of a Will or administrator of an estate should claim the reliefs … Continue reading

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Portfolio diversification


Managing the risks you are exposed to in order to avoid suffering losses to your capital Whether you’re planning to start investing your money, or even if you’re already a seasoned investor, it’s crucial to make sure you manage the … Continue reading

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