Tag Archives: Investment

A Question Of Trust

Synopsis: Settlors need to be sure of the people they appoint as trustees especially if the trust is to operate after their death.     A recent case heard at Bolton crown court serves as a warning to those appointing trustees or executors. Mr Simpson died aged 41 in 1994. His occupational death benefits were left in […]

Investing in a recession: Top Tips

The economic downturn has made people all the more aware of the importance of husbanding their money carefully. Here, top Financial Planners identify the key steps to take to save and invest wisely. 1. ‘Pay off debt’ – Danny Cox, Hargreaves Lansdown The repayment of debt is the best investment you can ever make. The […]

Pension update for Wealthflow’s professional partners

Wealthflow has pleasure issuing a series of very helpful Q&As to address a number of the key questions raised by our professional partners (Solicitors and Accountants) regarding the new anti-forestalling provisions. The Q & As address the question of what will constitute regular payments for the purposes of protected pension input and give a number […]

Risk and return are inextricably linked, so draw up your strategy carefully

Question: Duncan, events over the past year have been very discouraging from an investment perspective, what general advice can you give? Answer: I believe a broadly diversified investment approach has made sense in the past, makes sense today and will continue to make sense in the future. Most importantly, this strategy provides the strongest foundation […]

The Value of Financial Advice?

Question: I’ve had a poor investment experience to date, from a stockbroker.  I’m looking for a Certified Financial Planner to get me back on track, what’s the real value of independent financial advice? Answer Investors grappling with extreme market turmoil often question the value of financial advice. Perhaps the more pertinent question to ponder is […]