Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

Call me for a chat on
0800 074 8755
freephone

Blog | Posts Tagged 'Savings'

Best Funeral Plans: A thoughtful investment

How to cap the cost of your funeral whilst protecting your loved ones from financial stress at the time of a bereavement.

Is Cash Still King?

The key issue is that of inflation and the “real value” of money on deposit. If inflation averages just 2½% per annum, the value of the pound in your pocket reduces by one-quarter every 12-years. Even with interest accumulating, with rates as low as those currently available, particularly after tax, those balances are not keeping pace with inflation.

What is an Individual Savings Account (ISA)?

An Individual Savings Account (ISA) is a “wrapper” for cash and/or investments which confers some valuable tax benefits to UK resident savers and investors.

What is an Investment Trust and should I invest in one?

An Investment Trust is a limited company whose business is the investment of shareholders’ funds, the shares being traded like those of any other public company.

Funding for University

An investment – lump sum or regular savings – into an offshore bond written under a Discretionary Trust could be a particularly attractive way of pre-funding these costs.

Accredited SOLLA Advsior