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Monthly Archives: June 2016

Alternative assets

Investment company growth story of the decade Over a third of the investment company sector is invested in alternative assets as research suggests from the Association of Investment Companies (AIC). The term ‘alternative’ is used to cover many other types … Continue reading

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Advent of crowdfunding

Innovation in both finance and technology One of the main innovations in both finance and technology over the past few years has been the advent of crowdfunding. Crowdfunding is a way of raising finance by asking a large number of … Continue reading

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Advice with you in mind

One of the most important relationships you may ever have Few people really have the time to understand the significant number of financial products on the market at any time. If you’re looking to invest, buy a protection product or … Continue reading

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Are you fit to retire?

Getting your pension in shape to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a question that many people ask but struggle to figure out. There … Continue reading

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Estate matters

Structuring your affairs efficiently means starting the correct planning early enough Inheritance Tax (IHT) is payable by some people that, for the most part, could have avoided it. If you want your estate to go to your loved ones with … Continue reading

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Lifetime allowance

Value of payouts from pension schemes The lifetime allowance is a limit on the value of payouts from your pension schemes – whether lump sums or retirement income – that can be made without triggering an extra tax charge.

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Tax relief and pensions

Annual and lifetime limits Tax relief means some of your money that would have gone to the Government as tax goes into your pension instead. You can put as much as you want into your pension, but there are annual … Continue reading

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Planning for the future

Why it’s important to know your start and end points Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning process. In order to make plans for the future, you need to know where you are … Continue reading

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Smoothing out your portfolio’s returns

Increasing the long-term value of your investments It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out market highs and lows over time. In a fluctuating market, a strategy known as ‘pound-cost … Continue reading

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