Suitable investments for trustees
If you are new to investing, perhaps the most difficult concept to get across is the relationship between risk and reward. These notes try and explain why risk is required (in almost all cases) to achieve long term goals.
Some guidelines to help you make the best Will possible.
As a predominately "passive" investment adviser we do not normally get involved in out of the norm investments however occasionally we come across a couple of interesting ideas which we like to share with our clients.
Yesterday I attended a 3 hour update from STEP on the Inheritance and Trustees Powers Act 2014. There were some fascinating insights into some of the pitfalls when dealing with estates however such minutia is somewhat wasted on those without Wills!
One of the most under purchased products in the financial advisers arsenal is protection insurance.