Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.
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Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.
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Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.
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Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
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