Welcome to the Lucent Knowledge Base

We hope you will find the content here both insightful and interesting.

Key Questions for Long-Term Investors

Asking the right questions and following a few key principles can improve your odds of long-term investment success.   Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of...

Smart Money Nov-Dec 2018

Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be a mad March rush. Now is the perfect time get a head start on your tax planning resolutions to enhance your own, your family’s or your company’s...

Guide to Shareholder and Partnership protection

Good health, good business. If your business partner or a shareholder died or became critically ill, have you ever thought what the impact could be? The loss of a business partner or a shareholder can have a major impact on the success of any business. But it’s not...

Guide to later life care

Have you thought about the cost of care in later life? One of the biggest challenges of the 21st century is Britain’s ageing population. There is continually much talk about later life  are in the media, and it’s a subject that is going to be one of the biggest social...

Guide to how to grow your wealth

Creating a strategy for your investments that match your goals Investing can be intimidating, a complex world with its own language. But by recognising and meeting your distinct requirements, we can have a positive impact on your life and investment objectives and...

Smart Money Sept-Oct 2018

‘When I was young I thought that money was the most important thing in life; now that I am old I know that it is.' - Oscar Wilde With these pertinent words in mind, inside this issue we look at a number of topics designed to keep you up to date and help you plan to...

Guide to Protection Planning

Prepare for every possibility. Welcome to our Guide to Protection Planning. Inside we look at the number of key areas that will empower you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations. We...

Guide to Asset Allocation

Reflecting your future capital or income needs. Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision process. Your potential returns available from different kinds...

Smart Money July-August

Visualising what really matters to you is the key to the planning process. Hello and welcome to our latest issue. The summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after...

Guide to Investing

Creating and maintaining the right investment strategy to secure your financial future. Welcome to our Guide to Investing. It might seem complicated – and it isn’t for everyone – but investing can make your money work a lot harder. Whatever stage of life you’ve...

Guide to Individual Savings Account Transfers (ISAs)

Looking to boost the funds in your tax-efficient account? Did you know you can transfer your Individual Savings Account (ISA) from one provider to another at any time? Transferring your ISA to another provider is easy and could boost the funds in your tax-efficient...