When it comes to building your investment portfolio, you might have been warned about avoiding putting all your eggs in one basket. It’s wise to spread your money across a range of different investments. That way, if the value of one of them falls, it should have a limited effect on the overall performance of […]
Data from a large survey of individuals and households has discovered that those who received financial advice subsequently ended up with, on average, £13,424 more in financial assets and £27,657 more in pension wealth than those who didn’t receive advice. If we add up financial assets and pension wealth, we can quantify the value of […]
In the 2019/20 tax year, you can save up to £20,000 tax-free in an Individual Savings Account (ISA), and when it comes to your ISA investment, you have a number of options. Investors comfortable with the slightly higher risk Peer to Peer lending can also now invest in an Innovative Finance ISA, and those aged […]
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If you don’t use your full 2018/19 ISA allowance of £20,000 by 5 April 2019, you’ll lose it. Make more of your money work for you and top up your ISA before the end of the tax year. The maximum ISA allowance for the 2018/19 tax year is £20,000. The tax efficiency of ISAs […]