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Death & Taxes by Keith Littlewood, International Financial Adviser Costa Blanca

The exact same can be said of your investments if you do not review them and keep your portfolios up to date.  What seemed like a great idea at the time may not be today. Many investors put their money away, choose funds with a 1 ,3 or 5 year time frame and then forget about them and put the documents in the draw only to be totally shocked at the end of the term when their investments have not met with their expectations, or at worst the fund has been suspended.  

The best adviser in the world cannot claim to get it right all the time, but what they can do is make sure their clients are seen on a regular basis, updated with the performance of their funds and make the relevant changes to ensure their investments and are suitable in the current economic climate and, more importantly, continue to meet with your expectations.  

I make it my number one priority to be always accessible to my clients and make sure I speak to each one on a regular basis to review the investments we have entered into.Do you receive a similar service?

In this current uncertain economic climate I would urge you to contact your investment adviser today and arrange a review of your own portfolio.  The more people I speak to, the more I get the impression that they receive no on-going support/advice for the investments they hold. Do you feel like this?

Other News

What are the government stimulus packages and what do they actually mean?

Keith LittlewoodDuring these unprecedented times the Corona Virus pandemic has impacted so many lives in so many ways.  The fact that every country in the world is affected and having to take measure to help support their economy will have such profound long-term consequences that governments are forced to take actions never before seen.  You have probably seen the headlines: Australia pumping $66Billion into their economy, Spain €200 Billion, UK £500 Billion, USA $2Trillion, the list goes on.

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Panama Papers and the banks

panama papersAt the moment, politicians across the world – especially, it seems, in the UK – are in the spotlight regarding their tax affairs. Banks, however, will also soon be in the spotlight, as by Friday 15th April they have been told to hand any information regarding their dealings with the law firm at the centre of the Panama Papers over to the UK’s Financial Conduct Authority.

As a result, pressure is growing on the City watchdog to launch a full-blown investigation into these explosive claims.

It has already become clear that nearly all of the major banks are involved to some degree, with a few well known Banks such as HSBC, Deutsche Bank, UBS, Coutts and Rothschild’s standing out more than others.

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