A TIME OF GIFTING AND THINKING OF OTHERS The Money Matters IFA contributors would like to wish clients, their families and all P&J readers a happy Christmas and prosperous time in 2020.
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY The most valuable asset to any business is its people. Without them, the business can be at serious risk of surviving in future.
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY An increasingly effective estate planning strategy
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY In years gone by, the most common way to hold shares in companies listed on the stock exchange would have been to receive a share certificate. The share certificates were issued by company Registrars who kept a list of all the shareholders of an individual company. Investments made in Unit Trusts were usually held directly with the fund provider and the company would issue statements on a regular basis.
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY When we save for the medium or long-term, we need to decide which product or “tax wrapper” to invest into.
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY
INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY ARE YOU SPENDING ENOUGH TIME PLANNING FOR RETIREMENT? New research from one of the UK’s leading pensions and investment companies, found that over 45’s are spending longer planning a holiday than their retirement. (Source LV planning for retirement report)