Welcome to our latest edition and our customary collection of articles designed to help you create and protect your wealth to be able to experience life to the full.
Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be a mad March rush. Now is the perfect time to get a head start on your tax planning resolutions to enhance your own, your family’s or your company’s tax efficient plans for the future. On page 3, we have set out some tax tips and actions that may be appropriate to certain taxpayers.
Throughout our lives, we will have many different lifestyle and financial goals that we would like to achieve. Although we all have different goals, there are some key goals that we’ll have in common, especially when it comes to retirement. What do you want from your investments? Supplementing your income? Building your retirement pot? Read more on page 06.
A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be much less than when it was earned. One cannot ignore the corrosive impact of rising prices on investments. On page 11, we look at ways investors can easily fail to prepare for the risk of inflation eroding the purchasing power of money, especially in a low-inflation environment.