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March 2019
Breaking up is hard to do!
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March 2019
How much money will you will need to live on later in life? Divorce is undoubtedly one of the most difficult subjects to talk about. When relationships come to an end, there are so many things to consider – children, home and support are naturally the first things you would focus on. In fact, when you begin the process of separating a shared life, the sheer number of things to deal with can seem very daunting. And the cost of divorce can have a lasting impact on your plans for later in life. Read full article
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March 2019
Improving your retirement income
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March 2019
Looking forward to having more time to explore faraway places? Retirement is a time for you to do the things you’ve always wanted to do. Perhaps you’re looking forward to having more time to explore faraway places. Or maybe you dream of simply waking up each day and doing whatever takes your fancy. However you see your future, it helps to start planning for it as soon as possible. Read full article
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March 2019
Money’s too tight to mention
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March 2019
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 investments? It’s important to understand how inflation works, as well as the effects it has on our financial planning. As the American economist Milton Friedman remarked, ‘Inflation is taxation without legislation.’ Read full article
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March 2019
Looking to the future
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March 2019
Keeping focused on opportunities and challenges Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help navigate you through the opportunities and challenges you may face. Read full article
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March 2019
Tracker funds and exchange traded funds
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March 2019
Market index following the overall performance of a selection of investments Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index follows the overall performance of a selection of investments. The FTSE 100 is an example of a market index – it includes the 100 companies with the largest value on the London Stock Exchange. Read full article
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March 2019
Collective investments
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March 2019
Pooling money in one or more types of asset class Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager. Read full article
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March 2019
Trust in your investments
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March 2019
Taking a more diverse approach to asset allocation 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 easily, as well as giving you the chance to benefit from the expertise of fund managers. Read full article
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March 2019
Tax-efficient returns
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March 2019
Transforming your investment outcomes Investing through a tax-efficient wrapper, such as an Individual Savings Account (ISA), can give a significant boost to an overall investment portfolio, but they should be blended with an appropriate investment strategy to give the best outcome. Read full article
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March 2019
Income-boosting investments
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March 2019
Structuring your investment portfolio throughout life If low interest rates continue to remain, it really matters where you invest your money. Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value. Read full article
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March 2019
When investing, there’s no such thing as normal
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March 2019
Staying disciplined and sticking to your plan is key The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment planning, particularly during market downturns, can often miss out on opportunities to invest at lower prices. Read full article