Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable and investors currently have plenty of bad news to process, with a plethora of events making the daily and even hourly news headlines – from the US-China trade conflict and oil price volatility, to Britain’s exit from the European Union.
On page 06, we consider why it’s important to stay positive and focus on your investment goals. Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could help
reduce your tax bill and make sure your finances stay tax-efficient.
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