Tag Archives: investment advice

How to make your pension pot last?

It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.
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Financial Planning – Portfolio Tax Mitigation

How can investors with an investment and ISA portfolio increase their after tax returns without changing the asset allocation of their overall portfolio? Good investment advice is essential but the tax planning and portfolio structuring advice outlined below will increase after tax returns for many clients.
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Investment Advice – Not the Ryanair of asset management

But the analogy to Ryanair doesn't really work as it is not low cost - 1% per annum for a concentrated mainly buy and hold portfolio is expensive and whilst air fares vary in price I don't suppose they vary as much as 10 or 25 times which would be the case if £100,000 or £250,000 was invested instead of £10,000. It is the same flight at the end of the day!
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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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