The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
Properly diversifying your portfolio across asset classes, markets, sectors, currencies and financial instruments is a serious undertaking, but by removing home bias you can maximise rewards and minimise risks.
Taking on the right amount of investment risk is key to achieving your financial goals, but balancing desire and need can be tricky and call for complex calculations – particularly with retirement saving.