2016/17 Year End Planning

yearend

Keeping your taxes as low as possible – what you may wish to consider sooner rather than later

The 2016/17 year end for tax planning purposes is now only a matter of months away with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them. It is also about maximising your net income and creating opportunities to invest and save tax-efficiently for the current and future needs of your business, your family and yourself. Continue reading…


Top Trump

toptrump

Winners and losers from the seismic US election result

After a long and brutal US presidential election campaign, Donald Trump emerged victorious, winning 279 electoral votes and 47.5% of the popular vote. Republicans also maintained majorities in the House and the Senate. Continue reading…


Appetite for risk

risk
Striking the right balance is important to avoid losses

While diversification is important, you should keep in mind how much risk you are prepared to accept on your money. If it is important to you to avoid losses, you may want a portfolio that has less in shares and more in cash and fixed interest securities held to maturity, for example. Continue reading…


Time to consider your investment options?

investmentoptions
Helping you reach your long-term financial goals

In the current economic climate, with interest rates still around record lows, investing in the markets could enable you to achieve an inflation-beating return and help you reach your long-term financial goals. Continue reading…


Donald Trump: the 45th President of the United States of America

trump
How could this election result impact on the markets?

Businessman and reality television personality Donald Trump became the Republican Party’s presidential nominee on 19 July 2016 and has subsequently become the 45th President of the United States of America following a long, drawn out and politically bruising campaign. Continue reading…


Generational investing

generational
Implications in a fast-changing world

The motivations and values of Generation Y born between 1980 and 1999 and how these impact their behaviour as investors and consumers have been published in a work by Dr Paul Redmond, Director of Student Life at the University of Manchester, in which he explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. Continue reading…