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Effective financial planning is crucial for individuals who wish to have more of a say in their future. While a financial plan can help you to not only chart a path for your money and your life, it’s worth assessing your plan every so often to see if you are on track to achieve your objectives.
Successfully managing modern investment portfolios means expertly navigating an evolving set of challenges. Our key beliefs help to guide us when volatility is elevated, when the impact of policy actions is uncertain and give us the agility to respond as the fundamentals change.
This column by our chief economic strategist Gerard Lyons appeared in The Times on Tuesday 6th August, 2024.
We are entering a transitional phase in economic policy across many countries. Especially in the UK, where low inflation points to an easier monetary policy and the change in government points to a shift in fiscal policy.
Helping to save for a child’s future can be very rewarding, and there are a few options to consider. Many choose a bare trust as they can be very efficient and provide a great deal of flexibility – and they are not as complex or expensive to set up as you might think.
In today’s rapidly evolving financial landscape, the threat of financial fraud and scams remains ever-present. As we continue to navigate these challenges, it is crucial to stay informed and vigilant. Drawing on insights from our previous articles and the principles outlined in the FCA’s Consumer Duty, we aim here to enhance your awareness and provide practical steps to protect you.
Last Thursday we hosted a webinar that focused on the policy outlook in the UK and on the implications for people’s finances. You can watch the recording here. Our head of advice, Tom Kimche, looked into the latter, while I focused on the overall outlook and implications. There were three parts to my talk: the latest economic data; the King’s Speech and what it might mean for economic policy; and fiscal policy.
Our CEO Charlotte Ransom regularly answers questions for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Financial markets are still digesting the new policy measures of the Labour Government. Next week on the 18th of July – the day after the State Opening of Parliament, which includes the King’s Speech that outlines the government’s plan for this session of parliament – we will host a webinar focusing on the economic and financial implications of government policy.
You may not find an immediate impact on your finances after the election, yet it may be an appropriate time to consider your overall situation – and to assess whether you could be doing more to make the most of your money, and on the right path to achieve your goals.
Team Contributors
Gerard Lyons
Charlotte Ransom
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I’m 68 and retiring soon. How can I limit taxes when I take out my pension?
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“How do I get the highest return taking the lowest risk on my £540,000 pension?”
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How can I protect my retirement savings and should I be using a trust?
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“I’m worried about the fees on my £600k pension pot. Are some costs being hidden?”
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Wealth management uncovered – clients will be the winners and it’s long overdue
Thomas Salter
Iain Barnes
Simon McConnell
In The Press
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Read what the press have to say about Netwealth
