Updates

A Guide to Critical Illness Protection

Read Online The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. but critical illness cover can provide vital financial security when you need it most. Most homebuyers purchase life assurance when they arrange a mortgage, but overlook critical illness cover, another form of financial protection that

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A Guide to Buying an Annuity

Read Online You’ve spent years putting money aside into a pension scheme, but what actually happens once you retire? Sadly, it’s not as simple as just withdrawing the money. You must now convert your pension pot into an income that will last you for the rest of your life, which is typically done by buying

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9 Tiny style details to pay attention to

9 Tiny Style Details You Think People Don’t Notice (But They Do) (This was written by Katie Douthwaite for a US audience but I think you get the point.) When it’s just another day in the office, it’s easy to have a “no one’s going to notice what I’m wearing, anyway” kind of attitude. And

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Weekly Market Comment from Tatton

26 July 2013 Lothar Mentel Chief Investment Officer Royal baby delivers economic miracle The markets went mostly sideways this week and suffered a lack of overall direction, despite a bout of volatility. The FTSE 100 main UK index has been range bound but ended the week down 0.7% and it was the same story for

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Market Report from Tatton Investment Management

  19 July 2013 Lothar Mentel Chief Investment Officer  Ben never left the helicopter If we had to sum this week up in a few words, it would be ‘steady as she goes’. The risk asset recovery rally that we experienced from the lows of June have now largely run their course, but the global

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Smart Money July / Aug 2013

Read online Welcome to the latest issue. There is a plethora of different ways to save for your future, including pensions, investments and property, but if you want to be in total control of your retirement planning and have access to a wide choice of investment options, a SIPP (Self-Invested Personal Pension) could be the

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A Guide to Estate Preservation

Read online Carefully planning the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries. Estate preservation is about helping you to look after and maintain your wealth in the most efficient way. Once the domain of the super- rich, wide scale home ownership and

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A Guide to Saving Tax in 2013/14

Read online In more recent years there has been so much focus on personal finances, since the Coalition Government came into power, that it can be easy to forget some of the basics which we can all still benefit from. Bonds You have to pay tax on any profits you make on an investment bond,

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A Guide to Auto Enrolment

Read online “Helping people in the race to retirement” Up to 11 million workers will now start to be automatically enrolled into a workplace pension which commenced from October last year. larger employers were the first, with small and medium- sized employers following over the next six years. Read more here.

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Weekly Market report from Tatton Investment Management

  Tatton Investment Management Weekly report for 28 June 2013 Lothar Mentel Chief Investment Officer Time for Change After a month of falling equity and bond markets, this was the first week stock markets posted a gain. This was only after still falling heavily on Monday, with the FTSE getting close to the 6000 level

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