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Wealth Perspectives – Summer 2016

Welcome to the Summer 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, considers risks and rewards.
  • Simon Brett, Chief Investment Officer at Parmenion Investment Managers, reviews world markets.

PLUS

  • One year on from pension freedom
  • Pension + ISA = LISA
  • The 2016 Budget
  • Can Inheritance Tax still be described as voluntary?
  • The Social Security safety net
  • Investing for children

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