All articles tagged with assets.


    Jan 15

    One of life's unpleasant facts

    Protecting your assets to give your family lasting benefits in an uncertain world Inheritance Tax (IHT) in the UK is a subject that was once something that only affected very wealthy people. It may be one of life's unpleasant facts but today it affe...


    Jan 15

    Am I diversified enough?

    What's positive for one investment can be negative for another Different types of investments are affected in different ways by factors such as economics, interest rates, politics, conflicts, even weather events. What's positive for one investment c...


    Oct 14

    What's in your basket?

    Diversifying your assets helps spread risk by lessening the potential for losses Most investors are used to hearing the term 'diversification' – but it has a broader meaning than many realise. Diversification is the process of investing in areas tha...


    Aug 14

    Asset Allocation

    Achieving the right balance of cash, fixed income and equities How you choose to allocate your wealth between different asset classes will be one of the most important investment decisions you ever make. Asset allocation can account for the majority of your portfolio returns over the long term, so it's essential that you achieve the right balance of cash, fixed income and equities in your portfolio. Different types of assets If you are an income investor, you need to understand that...