Monthly Archives: June 2023
Ways to Release Equity in Retirement
There is fear and concern in equal measures, with many people struggling to make ends meet as inflation pushes the cost of living higher. This is most acute amongst those facing retirement and limited income, even though many have a home without a mortgage. Forced to consider alternatives, more people are now looking to release […]
Posted in Mortgage
Employee Benefits: The Long-term Gains for your Business
Historically, the relationship between employer and employee has been relatively distinct and not necessarily the most proactive. Employers had a role, as did employees, and very rarely did their goals and aspirations meet. However, the situation is very different today, with employee benefits playing a significant role in long-term planning. Employee retention When looking […]
Posted in Corporate Services
How to Mitigate Inheritance Tax
As they say, there are only two certainties in life, taxes and death – when it comes to inheritance tax, tax on death. However, there are legitimate ways to mitigate potential inheritance tax charges in the future, maximising assets left to your family and friends while minimising your tax liability. Before we look at ways […]
Posted in Pensions, Uncategorized
Wealth Management: Asset Allocation and Diversification
Asset allocation is part of the top-down approach to wealth management, leading to investment in individual countries, sectors, etc. As we will cover in a moment, selecting the correct asset allocation is crucial in the short, medium and long-term and will significantly impact returns. We will now look at the different asset classes and how […]
Posted in Investments