Investment Outlook
Taking Advantage of Opportunities in 2017
Welcome to our first issue of 2017. Did you make any resolutions concerning your personal finances last January? If so, how did you do? If it didn’t all go according to plan, now is the perfect time to start again and reassess your position by considering ways to improve your financial well-being for today and your future.
Last year was the year of seismic election results, both in the UK and the US, which will determine the national and international political and financial landscape for decades to come. After a long and brutal US presidential election campaign, Donald Trump emerged victorious as the surprise victor. His inauguration is scheduled for Friday 20 January when he’ll become the 45th President of the United States. We consider who are likely to be the winners and losers.
The 2016/17 Year End for tax planning purposes is now only a matter of months away with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them. It is also about maximising your net income and creating opportunities to invest and save tax-efficiently for the current and future needs of your business, your family and yourself.
After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth. We look ahead to this year’s gradual repair of the global economy and greater political clarity in the USA which should allow investors to take advantage of opportunities in 2017.
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Contents
- DELEGATING POWER
When you are unable to make your own decisions - TOP TRUMP
Winners and losers from the seismic US election result - 2016/17 YEAR END PLANNING
Keeping your taxes as low as possible – what you may wish to consider sooner rather than later - MONEY PURCHASE ANNUAL ALLOWANCE
Reduction to prevent inappropriate double tax relief - INVESTMENT OUTLOOK
Taking advantage of opportunities in 2017 - LIFETIME INDIVIDUAL SAVINGS ACCOUNTS
Make your next move to saving flexibly for a first home and retirement - FINANCIAL FUTURES
Building a nest egg for when children need it
- GENDER SAVINGS GAP WIDENS
Report findings suggest this trend is set to continue - INCOME MATTERS
Providing the foundation for an exciting new chapter in your life - DON’T PUT ALL OF YOUR EGGS IN ONE BASKET
Holding a blend of assets to help you navigate the volatility of markets - FORGOTTEN PENSIONS
Out of sight, out of mind - PORTFOLIO PROTECTION
Are we seeing the return of inflation? - SUSTAINABLE INVESTING
Strategies to meet some of the most pressing global challenges ahead - TAKING A LONG-TERM VIEW
Getting the right balance between shares, bonds and other investments
Could Your Money Work Harder?
We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.
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Our range of services is extensive, supported by a distinctive approach to investment management, enabling you to create financial plans that can adapt to your changing needs and circumstances.
Please call us or use the contact form by clicking here – we look forward to hearing from you
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.
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