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Tag: The Bigger Picture
Posted on 05 Nov 2020
The continued evolution of the WH Ireland Group
We recently announced our final results for the twelve months ended 31 March 2020. Significant cost reductions and positive momentum in both divisions have positioned the group for sustainable profitability…
Posted on 04 Nov 2020
Guest article: Thematic investment
The last decade has seen both thematic as well as sustainable investing moving into the mainstream, often precipitated by a transfer of wealth from older to younger generations. We view…
Posted on
Do you earn over £100,000?
Currently in the UK (separate taxation tiers for Scotland) you begin to lose your ‘personal allowance’ if your income exceeds £100,000pa. The current annual allowance (the tax free allowance of…
Posted on
A guide to Gilts and Gold
We believe that long term investing in a diverse range of assets and geographies is the best way to invest your money and that there have been some great opportunities…
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by Philip Bagshaw Head of Alternatives & Portfolio Strategy
Why we use ‘availability’ Infrastructure in portfolios
What is it? In the current world of low interest rates and high uncertainty in what our everyday life will look like, something known as an ‘availability’ cash flow has…
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by Phil Sidebottom Chartered Independent Wealth Planner
The importance of having a financial plan
Traditionally, the focus when constructing an investment portfolio has been on asset allocation and risk tolerance. However, people have often not given sufficient consideration as to ‘why’ they are investing.…
Posted on 03 Nov 2020
Can you reduce Inheritance Tax?
Even in these modern times, talking to our family about tax possibly due on our estate when we are gone can be uncomfortable. However, considering the current tax rate of…
Posted on 17 Jul 2020
Investing in our rapidly changing world
The strange thing about history is how it seems to repeat itself again and again, with just the names and places changing. New technologies disrupting cosy old world businesses, heightened…
Posted on 24 Mar 2020
by Peter Michaelis Head of Sustainable Investment Liontrust Asset Management
The demand for sustainable investing
Demand for sustainable investing is growing as an increasing number of people care about how they make their money as well as how much money they make. This has been…
Posted on 23 Mar 2020
by Jonathan Anderson Independent Wealth Planner, London
Save up to 50% in tax by putting life cover on your company’s expenses
A relevant life policy can result in significant savings for company directors looking to take out life insurance, however without financial guidance and advice, many directors and business owners are…