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Category Archives: Investment

Protecting the value of your money


Don’t ignore the corrosive impact rising prices can have on your investments Inflation is an economy-wide sustained trend of increasing prices from one year to the next. The rate of inflation is important as it represents the rate at which … Continue reading

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Do your numbers add up?


Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a financial start in life, especially when we hear about some students graduating with eye-watering levels of debt. If you are … Continue reading

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Why do you want to invest?


Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of saving for a rainy day to planning for a comfortable … Continue reading

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Wealth creation


Spreading risk by accessing different types of assets Investing for the long term means persisting through market swings. History shows that when people invest and stay invested, they’re more likely to earn positive returns in the long run. When markets … Continue reading

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Building a diverse portfolio


Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s … Continue reading

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Money’s too tight to mention


Don’t let inflation reduce the value of your investment returns Inflation can have a significant impact on our finances in a number of ways. But what exactly does it mean? And what impact could it have on our savings and … Continue reading

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Trust in your investments


Investing for income or growth, or both Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio … Continue reading

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No pain, no gain


Planning to get where you want to be Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick … Continue reading

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Your ISA, your future


Time to reimagine how to invest more tax-efficiently? Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before … Continue reading

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Wealth journey


Planning your long-term investment objectives Selecting the most appropriate investment products and undertaking the right planning at the right time to minimise the amount of tax you pay are key to accumulating wealth over the long term.

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