Our educational hub explores topics across the landscape of wealth management and financial planning.
Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. However, we believe the active fund management industry as a whole will prove its worth in 2018.
End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.
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?
Do you get confused when it comes to the different types of instruments that make up your investment portfolio? And what are the benefits and drawbacks of the ‘safer’ and ‘steadier’ style of fixed interest or fixed income investing in today’s uncertain investment climate?
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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.