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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.


Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2020/21 at £20,000, while several new ISA variants, offer savings "bonuses".

Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Investment Advice Guides

A guide to investment planning. In this guide, we aim to give you a broad overview of how we could help you with your investment planning. If you’d like to learn more, then get in touch and we’ll provide you with expert advice tailored to your personal circumstances.
A guide to successful estate planning. This guide provides a broad outline of Inheritance Tax (IHT) and the various aspects involved in estate planning.
A guide to planning the financial futures of the children in your family.
Indices
Value Move   %     
FTSE 100
6,391.09-41.08 -0.64 
FTSE All Share
3,607.81-25.54 -0.70 
Currencies
Value Move   %     
Euro
1.12-0.00 -0.08 
United States Dollar
1.340.00 0.12 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/11/2020 at 06:00 PM
A Guide to Financial Planning
Spring Budget 2020