Tag Archives: Personal Equity Plans

Is past performance a guide to future results?

One of the biggest challenges I faced during the early years of my career as a financial planner, prior to establishing Wealthflow LLP in 2007, was finding an investment proposition to complement a long-term, strategic approach to financial planning. Too often, I found myself apologising to clients when their investments did not meet our – […]

Tax breaks under threat?

The Chancellor is due to make his Autumn Statement on 4 December, and it is being suggested that some of the tax advantages of ISAs and pension schemes could be under review. When ISAs were launched in 1999, the maximum investment limit was £7,000, of which £3,000 could be contributed to a cash ISA. The […]