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  • Maintaining a diversified portfolio

    Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one […]

  • Investing in a fund

    Making the decisions about when to buy and sell assets There are many reasons to invest through a fund, rather […]

  • Pooled Investment funds

    Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’ – are a […]

  • With-profits funds

    Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum using a […]

  • Investment trusts

    Making money by investing in other companies An investment trust is a public company that raises money by selling shares […]

  • Stocks & Shares ISAs

    Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and […]

  • Inheritance Tax

    No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very […]

  • Why do you want to invest?

    Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting […]

  • State pension

    Half a million workers past pension age could be paying unnecessary tax A significant number of people working past the […]

  • Making plans for your retirement

    Tailored to match your particular needs and aspirations One of the most important stages in life which everybody has to […]

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