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Investment themes 2019 

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Retirement planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Inheritance tax (IHT) planning top tips: how does inheritance tax planning work?

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Keeping informed about IHT – basic facts about inheritance tax you should know

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold. What does this mean to you and your family?

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The demystification of EIS and VCTs
23 March 2017 in Retirement planning

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) have always been a grey area for investors. Warned off by the “at your own peril” signs put up by the FCA, many people have been frightened off by the level of risk they would have to take, despite returns being pretty decent.

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Are there any pension rule changes I need to be aware of?
17 February 2017 in Retirement planning, Wealth planning

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?

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The precarious position of pensioners: generating retirement income
16 February 2017 in Retirement planning

Given the stormy economic and political climate, high asset valuations, demographic pressure from an ageing population and widening income inequality, the burgeoning ranks of pensioners in Japan, Europe, China and North America require stable, quality investment yields. If you’re a 65 year old on the brink of retirement, what does good look like for you from an investment perspective and what is your plan for generating retirement income?

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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