Independent Wealth Management

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Tag: Camberley

Junior ISA

The Government have recently announced draft regulations for the new Junior ISA. This is due to be launched on 1st November 2011. If you are considering saving for your child or grandchild, you should be aware of this new tax efficient savings opportunity.

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Portfolio Rebalancing

If you have a pension or investment plan, you will often invest in a selection of different funds, often referred to as a ‘Portfolio’.

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Do you have a large Pension fund?

Whatever the size of your pension fund, it is very important that your investment is looked after. However, the harsh reality is that with larger funds, the level of care can usually be improved on.

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What is your tolerance to risk?

If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?

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Gender Ruling

Today, 1st March 2011, the unimaginable has happened. The European Court of Justice has ruled that Insurers cannot charge different premiums to men and women. The effects of this ruling will be far reaching and will take effect from 21st December 2012.

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Are you over 50? Have you had trouble getting life cover?

You may have seen or heard adverts for life cover for over 50’s. Let me start by saying that these types of plans are not always the best value option for you. However for some, they are precisely what you need.

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Important News About Your Pension

It is important to ensure that pension arrangements are reviewed periodically. Changes in product design and legislation have had a dramatic effect on the options available for pension policyholders.

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Using Your Personal Allowances

I often meet married couples where the pension plans are all in the husband’s name. For many this is the traditional way for retirement planning. However, they could be missing out on a simple piece of tax planning.

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Where to Invest?

If you run a successful Company, you may often find that there is a surplus of cash and the question arises where best to put this.

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With-Profits Investment

Many people have invested in with-profits funds over the years. When markets are down, with-profits fund managers often exercise something called a Market value reduction (MVR). This is essentially a penalty for those withdrawing money from the fund. The purpose of an MVR is to reflect the underlying fall in values and to protect those […]

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry has provided both personal and professional advice to me since 2002, he has always been clear in his advice and recommendations and helped me to navigate the inevitable financial changes in our requirements. If you can’t see the wood for the trees, Barry can.

Mark Watson

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