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Investment Strategy & Estate Planning

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  • Agenda
    • Principles of Investing in Difficult Markets
    • Investing with the Best
    • Ask the Experts, Live Q&A
    • Inheritance Tax Fundamentals
    • Estate Planning Solutions
    • Ask the Experts, Live Q&A
  • This event is suitable for people with £100,000 or more in pensions, ISA’s, investment bonds or cash.
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Investors beware: all investments are not the same
They differ in risk, volatility and objective, making them potentially unsuitable for your needs.

It is unwise to buy investments based on past performance – it isn’t a guide to future performance; fund managers take very different investment approaches, and the capital value of investments and the income generated can fall as well as rise. Expert advice should always be sought to best match your investment goals and needs, your tolerance for loss in the short term – understanding the real risks involved – and choose appropriate investments.

Murdoch Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register No is 152885. Advice on tax planning, trusts and wills is not regulated by the Financial Conduct Authority and is not covered by the Financial Services, Compensation Scheme or the Financial Ombudsman Service.

Topics covered in this event include:

"Inheritance tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”

If you are not ready to give your money away now or rely on Government promises, we demonstrate a powerful combination of gifts, trusts and exemptions to minimise the “grim harvest of death”.

We discuss:
The new family home inheritance tax rules
How prompt and regular action will reduce your ultimate tax bill
Seven ways to save inheritance tax immediately
Four assets that will be excluded from your estate in two years
Protecting your assets from care fees and simplifying probate
Four legitimate long-term strategies that will help keep control, retain
access and maximise your legacy

Investors beware: all investments are not the same

It is unwise to buy investments based on past performance – it isn’t a guide to future performance; different fund managers take very different investment approaches, and the capital value of investments and the income generated can fall as well as rise.

We discuss:
Tackling poor performance, excessive charges, low interest, lack-lustre management and taxation
Five alternatives to the building society to boost your income
Four key tax saving tips
How to cut the cost of switching
How to assess the advice you are receiving
An alternative to the typical ‘hit and run’ financial advice or ‘do-it-yourself’ discount brokerage

Pensions – IHT free and highly valuable

With the cost of living pushing ever upwards, ensuring adequate income for your retirement has never been more important. You might be planning ahead, considering your options, about to stop work or currently retired but whatever stage you are at, expert independent professional advice can make a big difference to your prospects.

Whether you are approaching or in retirement, your pension investment strategy will be one of the biggest factors for great financial outcomes. We explain how to maximise your income to meet your needs now, and grow your capital to keep up with the ravaging effects of inflation.

Advice in relation to tax planning and trusts is not regulated by the Financial Conduct Authority and is not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service.

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