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Investment Notes

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

This note summarises the main pension rules in terms of the contribution and benefit limits, the treatment during the accumulation phase and the exit options (including death benefits), matters which should be considered for any investment, and to provide our general guidance and comments.

For the second time in 2016, investors are having to reflect on a surprising vote. After being shocked by the UK’s decision to leave the EU in June, financial markets are now coming to terms with Donald Trump as the next US president.

The Brexit vote of 23 June 2016 has prompted some investors to seek to reduce allocations to UK commercial real estate.

Both we and financial markets were surprised by the result of yesterday’s referendum. “Remain” had regained a lead in the opinion polls as the vote approached, so stock markets and sterling had been rising on the assumption the UK would remain in the EU.

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