Investor Insight Autumn 2020/21
Welcome to the latest edition of Investor Insight. Please click the link below to download your free pdf copy.
Investor Insight Autumn 2020/21
9:25 am
October, 2020
1:52 pm
September, 2020
Smart Money September to October 2020
Link: Smart Money September to October 2020
Welcome to our latest issue. As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking.
The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period.
Saving into a pension is one of the most tax-efficient ways to save for your retirement. Not only do pensions enable you to […]
2:57 pm
August, 2020
Investor Insight Summer 2020/21
Welcome to the latest edition of Investor Insight. Please click the link below to download your free pdf copy.
Investor Insight Summer 2020/21
2:06 pm
July, 2020
Smart Money July to August 2020
Link: Smart Money July to August 2020
Welcome to our latest issue. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries. On page 10, we look at why, without […]
10:46 am
May, 2020
Spring 2020 Newsletter
Please click the link below to download your free pdf copy.
Newsletter Spring 2020
1:43 pm
May, 2020
Smart Money May to June 2020
Link: Smart Money May to June 2020
Welcome to our latest issue. It has been a very challenging time for many of our clients, their families, their employees and the wider business community.
During this difficult time, we hope you’re staying safe. The ongoing news of the impact of the coronavirus pandemic and how it is affecting everyone is a huge concern for us all. Understandably, people are worried about the general economic outlook and their own personal finances.
The Government’s actions to help businesses and households manage the short-term economic disruption, such as interest rate cuts and rescue packages, have been […]
1:40 pm
May, 2020
Investor Insight Spring 2020/21
Welcome to the latest edition of Investor Insight. Please click the link below to download your free pdf copy.
Investor Insight Spring 2020/21
5:21 pm
April, 2020
Coronavirus COVID-19 Update
COVID-19 Update – 23rd April 2020
During this difficult time fear and worry is understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis. Trying to second guess the impact of events such as the coronavirus or the recent stock market volatility – or even attempting to make a bet on them – rarely pays off. Instead, investors who focus on long-term horizons – at least five to ten years – have historically fared much better.
We all have different objectives in life and need different strategies to help achieve them. […]
4:22 pm
April, 2020
Coronavirus market turmoil
There is a vast body of research to support the ‘stay put’ approach in emergency times across markets. This is why most professional long-term investors choose this path – leave short-term timing to people who have to do it
One of the hazards of the investment landscape is the occasional occurrence of ‘black swan’ events – unusual developments that aren’t predictable but can lead to unusually large short-term stock market dislocation.
Long-term investors need to not only be aware that such things do happen, but to know what to do when they materialise, if they are going to protect their capital and […]
9:01 am
March, 2020
Smart Money March to April 2020
Link: Smart Money March to April 2020
Welcome to our latest edition. At the time of writing this issue, Sajid Javid had resigned as Chancel-lor of the Exchequer with less than a month to go until Budget Day. His replacement, Rishi Sunak, will deliver the Budget on 11 March 2020. In our next issue, we’ll look at the key announcements and how they could affect your finances.
Some of the questions our clients almost always ask us are: ‘Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of […]