A common misconception is that ‘pensions’ are something radically different from ‘investments’ and that having a pension is, in turn, an entirely different investor experience to having an investment. In fact, money purchase pensions* are simply investments, with a specific tax wrapper around them which brings them under pension legislation. It’s this tax wrapper around …
Welcome to another Monday edition of News, Views and Truths. There was some big news last week, so let’s not dally and get straight into it…
Inheritance Tax is certainly not something to overlook. Corryn Wild explains the basic principles of Inheritance Tax, outlining the rates and exemptions commonly available…
This week, Andrew Alexander talks to David Walton, manager of the Marlborough European Multi-Cap fund about his stellar 2020 performance.
With the implementation of pensions freedoms back in 2015, we now have more flexibility with regards to accessing our defined contribution retirement benefits than ever.
As the financial fall-out from the global pandemic continues to unfold, Corryn Wild explains the basic concepts of what, we believe, will be one of the biggest threats to our savings going forward – Inflation.
Pound cost averaging is a phrase which is often used in passing by financial advisers. A little, well-known perk often associated with making regular contributions into an investment. But what does it actually mean? And does it make any difference to our investment returns?
In this video, Andrew Alexander talks to David Zahn, Head of European Fixed Income at Franklin Templeton.
How much can you really give away before you need to pay tax?
As financial advisers, we constantly talk about the importance of diversification within an investment portfolio. I’m sure at times, we sound like broken records!
