Monthly Archives: March 2016

Income matters

Facing retirement with an annual income shortfall of £12,600! The UK’s mass affluent investors[1] face an average annual income shortfall of £12,610 in retirement. This jumps to a staggering £28,000 shortfall among the mass affluent millennial population, according to the BlackRock Investor Pulse survey.

Enter the Dragon

Views from investment company managers on China The Chinese New Year, also known as ‘Spring Festival’ in China, is China’s most important traditional festival. The 2016 Chinese New Year, ‘The Year of the Monkey’, commenced on Monday 8 February. Monkeys in the Chinese zodiac are ‘clever, mischievous and curious’, so… Read More»

Navigating uncharted waters

The impact of further pension changes on the horizon from this April Pensions have been transformed by the arrival of freedom reforms on 6 April 2015 which now give much greater flexibility over what you can do with your pension pot. The new freedoms mean you can enjoy far greater choice… Read More»

Tax Planning

Optimising your tax position is paramount in the run-up to the financial year end Taxes, as we know, are one of the two great inevitables in life. As the UK tax system continues to grow ever more complex, and with more responsibility being placed on the individual to get their… Read More»

Tax-efficient investments

Options to minimise how much tax you pay By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you need to think about how you’re going to hold your… Read More»