Investments

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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.


Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Find out more about why ISA's are tax efficient investment options

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.

The Value of Retirement Planning

The Value of Retirement Planning

We all know it’s important to plan for retirement, but many of us are still not planning well, or early enough.

What is a Personal Pension?

What is a Personal Pension?

Personal pensions may be suitable if you are self-employed, if you are not working but can afford to put aside money for retirement, or even in addition to a company pension.

Your Retirement options

Your Retirement options

On 6 April 2015 new pension rules came into force, giving you much greater flexibility over how you use your pension savings and the options you have in retirement.

UK News

The seven-figure payment was given to Steve Buck as part of package to persuade him to join the troubled utility company.
The prime minister is embarking on a UK tour with a series of announcements aimed at easing living costs.
Tech companies are not modelling their own claims of the technology giving people more free time.
Some people need to ensure they are named on their energy bill before the deadline to qualify for help.
What was the thinking of the investors backing the now-canned plan, and are such proposals in the future inevitable?