In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead?
Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one.
I hope it helps.
In this week's podcast I tackle a topic that's been heavily addressed already, inflation - but in the context of what it means for your pension assets. You may have noticed the Consumer Price Index (CPI) suggesting that inflation rates are easing off from recent highs. However, if we cast our minds back to the mid-1960s to the early 1980s, history shows us that inflation tends to come in waves. It's not gone away - particularly for us long term investors!
I hope it helps
In this week's podcast I take a look at Bonds
If you've got a slice of your pension or investment pie in bonds—be it individual or a fund, government or corporate—you're in good company. Many savvy investors do, and have always done. It's always been seen as a smart move, a bit of "financial wisdom" passed down through generations! But lately, thanks in no small part that Bonds haven't been doing great, some are second-guessing this wisdom.
I hope it helps.