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Wealth Perspectives – Autumn 2016

Welcome to the Autumn 2016 issue of our client magazine, Wealth Perspectives.

Click here to download this issue.

In this edition:

  • Keith Carby, Chairman and CEO of CAERUS Capital Group, reflects on the 2016 Olympic Games.
  • Simon Brett, Director and Chief Investment Officer at Parmenion Investment Managers, reviews world markets.

PLUS

  • Diversification is paramount
  • Are you about to draw your pension benefits
  • The new single-tier State Pension
  • Inheritance tax: the silent tax collector
  • Understanding risk
  • The Autumn Statement
  • A business loss you may not have considered
  • Auto enrolment: the fines continue to grow
  • When the unexpected happens
  • Leading indicators

If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please do get in touch.