In more than three decades of explaining “risk” to clients we pointed out that sometimes you are just unlucky, like our grandparents living through two World Wars, the Great Depression, and the Wall Street Crash. Today I wanted to discuss the role of luck, and one very big risk which our industry invariably under-estimates, but which can decimate your financial plan, particularly through retirement. READ ON
In the last two commentaries we said that we can’t eliminate the potential for Trump stupidity. The scale of that stupidity was revealed in the last week, and stock markets around the globe are falling, particularly sharply in the US. In this note we explain why we believe the downturn is some way from being over. Read On.
The Tax Year End Is Looming
With the tax year coming to a close on the 5th April, now is an opportune moment for us to remind you about your key allowances while there is still time to act, if you haven’t done so already. These include valuable inheritance tax gift allowances.
Last month we noted that something very positive was occurring in the investment world, and this has persisted over the last month. Sadly it has been overlooked by many investors, who are increasingly lost in the fog of Trump idiocy. Let’s focus on those clear positives, and also look at how ordinary US folk are responding to Trump, as well as the billionaires he thought were on his side. Read On.
That hissing you can hear is the air coming out of the AI bubble. On Monday last week, the euphoria over artificial intelligence turned to panic. We unpick what occurred and what it means for you, including spotting the investments which were not just completely unmoved by AI ructions, but also rose quite smartly. One such was the UK. Another was Japanese smaller companies. Oh and in Plain English we try and explain what is artificial intelligence, which all at once seems to be all around us, yet nowhere to be seen. Read on.
In the wake of the recent Labour budget announcement on 30th October, you may be reconsidering strategies to keep your portfolio as tax-efficient as possible, while ensuring it remains aligned with your financial goals. With immediate changes to capital gains tax, investment bonds have gained our attention as a timely option, especially for those in higher tax brackets and who might have “unwrapped” investments.
Was the first Labour Budget in 14 years better or worse than you expected? Well, everyone will feel differently depending on their own circumstances. Here we highlight some of the key points from Wednesday’s Budget, and explore possible ways you might try to be more tax-efficient with your investments in the years ahead…
Speculation is rife on tax increases in the upcoming Budget. Here we look at whether you might wish to take action before.
Shenanigans in financial markets last week, particularly Japan, seemed to come from nowhere – they didn’t. It again highlighted the struggle to make money in recent years, trying to sensibly balance risk and reward. Let’s explore all of that and the continuing opportunities for longer term investors.
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