With the General Election around the corner, our expert panel answer questions surrounding investment portfolios, pension taxation and how political shifts could affect your money. They also take an in depth look at the market growth of the last 12 months and what it means for your money.
00:00 -02:28 - Introductions & overview
02:28 - 04:48 - How do I know if I’m in the right investment portfolio?
04:48 - 06:46 - What makes up our portfolios?
06:46 - 08:42 - How do you complete your investment review?
08:42 - 11:50 - How are different risk profiles managed?
11:50- 14:51 - What has driven growth in the last 12 months?
14:51 - 16:50 - Reading the global inflation landscape
16:50 - 20:10 Should I invest in lump sums or little and often?
20:10 - 25:53 Drawdown, pension taxation and eligibility
25:53 - 28:27 Lifetime allowance and how political shifts could affect your money
28:27 - 32:58 How do we compensate for political shifts in our portfolios?
32:58 - 33:35 Final thoughts
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.
ISA and Pension eligibility criteria apply and tax rules can change at any time.
This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change.
Download our free guides to ISAs and Pensions at www.truepotential.co.uk/ourgu....
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