The latest editions of our Money Matters guides are now available to download below.
Providing topical commentary on all aspects of financial planning, these guides are intended to bring a few important, topical, issues to your attention
This month they include our latest issue of Money Matters Nov/Dec, a Guide to How to Grow Your Wealth, plus informative guides on Later Life Care, and Shareholder and Partnership Protection.
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WELCOME TO OUR NOV/DEC EDITION OF MONEY MATTERS.
As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money.
Many children have hundreds of pounds spent on them at Christmas, but could that money be put to better use?
Creating a strategy for your investments that match your goals.
Investing can be intimidating, a complex world with its own language. But by recognising and meeting your distinct requirements, we can have a positive impact on your life and investment objectives and help you through the entire process.
PLANNING FOR ONE OF THE BIGGEST SOCIAL CHALLENGES IN THE COMING YEARS.
Have you thought about the cost of care in later life? One of the biggest challenges of the 21st century is Britain’s ageing population. There
is continually much talk about later life care in the media, and it’s a subject that is going to be one of the biggest social challenges in the
GOOD HEALTH, GOOD BUSINESS
If your business partner or a shareholder died or became critically ill, have you ever thought what the impact could be?
The loss of a business partner or a shareholder can have a major impact on the success of any business.
For most people over the age of 55, it is now
possible to cash in or unlock all of your pension.
How you take these benefits will depend on
the type of scheme you have and how you
want to take benefits. We consider
the concerns that have been raised that some
savers may risk running out of cash if they
siphon too much out of their pension pots.
Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision process. Your potential returns available from different kinds of investment, and the risks involved, change over time as a result of economic, political and regulatory developments, as well as a host of other factors.
We understand that peace of mind for the future is essential. You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. But unforeseen life events and circumstances can potentially impact your
finances in a number of ways. We can help you to safeguard your wealth today and for future generations and organise it to support your needs and goals.
It is essential that you start to plan for your retirement as early as possible so that you are able to live comfortably in the knowledge that your lifestyle needs are covered. This will mean careful consideration of your pension fund throughout your working life.
The contents of these guides are for your general information and use only and is not intended to address your particular requirements. The content should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the content. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change, and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up, and you may get back less than you invested.