Election 2017

Why investors need to keep focused on long-term financial goals

Prime Minister Theresa May’s announcement that she would call a snap UK general election on 8 June 2017 surprised many people. After weeks of campaigning, there was no outright winner, with both the Conservatives and the Labour Party failing to secure a majority, resulting in a hung parliament. Continue reading…

Inheritance Tax rule changes

Effective estate planning can safeguard your wealth for future generations

If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible and pass it on to the right people. However, this does not happen automatically. If you do not plan for what happens to your assets when you die, more of your estate than necessary could be subject to Inheritance Tax. Continue reading…

Retirement choices

How much time do you spend planning for retirement?

The 2015 pension freedoms gave us greater flexibility over our retirement options, but the reforms have also made retirement choices much more complex. This means we need to start thinking about our retirement earlier. However, half (50%) of respondents aged 45–54 to a LV= consumer survey[1] didn’t think about retirement at all last year. Continue reading…

Securing your financial future

Investing for major life events requires comprehensive investment solutions

If you really want to give your money the potential to grow and you don’t need immediate access to it, think about investing it rather than just saving. You might want to invest for major life events like retirement or paying your child’s or grandchild’s university fees.

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Currency fluctuations

Why foreign exchange markets are in uncharted territory

The summer months are usually the only time when we think about different currencies and their values as we consider what money to take on our holidays. Where should we get our euros or dollars? How much will we need? Should we purchase travellers cheques, cash, a pre-paid card or a combination of each? Continue reading…