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Planning to leave a family legacy?

Planning to leave a family legacy? Impact of coronavirus (COVID-19) on Will making We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many people are concerned to ensure that their affairs are in order and that they have made a Will, which is one of the most […]

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Investing during retirement

Investing during retirement Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally retired. So how should you approach investing now that you’re no longer […]

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Inflation-proofing your portfolio

One of the biggest threats to the health of your investments The coronavirus (COVID-19) pandemic has had a dramatic effect on the global economy. Around the world, economic activity has dried up. Fewer consumers are buying and fewer companies are investing. If you take the view that inflation will go up in the long term, […]

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Risk of retirement longevity

Maximising investment returns over a longer life expectancy There are lots of variables in retirement: how long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. But once you have retired, investing is anything but straightforward. Your finances are a primary […]

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How secure is the future of your family or business?

Projecting ourselves into the future to see what’s around the next bend is not an easy thing to do Given the current situation during this difficult and unsettling time with coronavirus (COVID-19), it’s important to think about how secure the future of your family or business would be in the event that you were no […]

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Coronavirus impact on the global economy

It’s more important than ever to stay the course The coronavirus (COVID-19) outbreak is first and foremost a human tragedy, affecting hundreds of thousands of people. It is also having a growing impact on the global economy. The markets have been extremely volatile as investors weigh the effect of the coronavirus against measures aimed at […]

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COVID-19 effects on retirement planning

Remember that pension savings are for the long term The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock market turbulence, as a consequence of COVID-19, will no doubt be concerning for individuals whose pension savings are invested partly or fully during these volatile […]

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Focus on long-term horizons

Time in the market, not timing the market During this difficult time, fear and worry are understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis of 1987. Trying to second-guess the impact of events such as the coronavirus or the recent stock market […]

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