Get familiar with the increase in probate costs, coming into effect April 2019, if you are in the unfortunate position of organising the estate of loved ones.
In Part 1 we looked at the impact of time and quantum in building savings and investments to best equip you for life’s journey and to ensure you combine liquidity with returns in excess of inflation, to ensure you maintain buying power. In Part 2 we are looking at how to best use capital markets to give you the returns you need to maximise the chance of living life as you want to, at a level of risk that will not keep you awake at night.
You may have heard of financial firms and individuals being Chartered and wondered what it means. A Chartered professional, in any field, can be described as ‘someone who has gained a specific level of skill or competence in a particular field of work, recognised by the award of a formal credential from a professional body’.
Over the course of this quarter we aim to help you understand why you might want to invest, where returns come from and the dangers you need to be looking out for. Part 1 covers the difference between saving and investing, and some ground rules to help guide you through the maze of money management.
Following on from successful growth in 2017, we have recently recruited two new Planners to work alongside our existing team of 5. This expansion is in response to steady company growth over the past year and continues our ambitious plans in looking to expand all operational departments and service capability over the coming years.