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Wealth Perspectives – Summer 2015

Welcome to the latest edition of our client magazine, Wealth Perspectives.

Click here to download this issue.

In this edition, Industry experts from leading Pension and Investment companies share their views on the issues that affect your finances.

> Keith Carby, Chairman and CEO of CAERUS Capital Group, comments on the recent Election and the reforms to pensions.

> Giles Smith, Head of Marketing and Public Relations, Sanlam, raises the potential of a tax “bombshell” awaiting the unwary at retirement.

> Simon Brett, Chief Investment Officer at Parmenion reviews the key world economies.

> Nicola Robinson, Corporate Communications Manager at Parmenion, provides an overview of portfolio construction.

> Kate Smith, Regulatory Strategy Manager at Aegon, advises caution before taking your pension, to avoid drastically reducing the annual allowance.

> Edward Grant, an Investment Director at Ingenious, considers the potentially expensive impacts of Long Term Care and Inheritance Tax.

> Darren McAinsh, Technical Manager at Prudential, reviews the extensive changes to options for retirement, introduced in April.

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