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2019 May Be A Testing Time

In these uncertain times, many savers and investors are holding large sums as cash within their bank accounts and investments. Yet they are invariably getting no interest on these deposits. So action is required if they want the potential to at least meet inflation, currently standing at over 2.5%.

The expectation is that performance of the financial markets in 2018 should be a reasonable guide to what lies ahead in 2019, with greater volatility playing a major role. The feeling is that Equities will lead the way in 2019, albeit via a bumpy road.

Investors should expect lower and more variable returns than those seen in 2017 and the sentiment is that buy and hold is the best strategy. But to weather the storms ahead investors need to hold a well-diversified portfolio that is actively managed. Management of volatility is key so Multi-asset funds should be of interest to investors.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

UK Workers Unprepared for Retirement Compared to Europeans

With the cost of living crisis worsening in the UK, many workers are concerned about the future as well as the present as the pressure of rising interest rates and the prospect of a recession makes it increasingly difficult to put money aside for retirement.  However, when compared with the population of mainland Europe, it […]

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Income tax rise for British expats

moneyUnder new plans proposed by the Government, and included in Chancellor of the Exchequer Philip Hammond’s first Autumn Statement, British expatriates with offshore pensions will face a higher income tax rate.

The plans say that those with QROPS (qualifying registered overseas pension schemes) will be subject to the same tax treatment as those with UK pensions, meaning that they will pay 100 per cent instead of their current 90 per cent. There will also be further measures taken to make setting up a QROPS more complex in the future.

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