Balancing portfolios in an unbalanced world etc.
Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, we believe the probability of a major global systemic risk event due to Brexit is low in the short term.
Here’s a confronting question: what would you do if themain breadwinner in your household could no longer bring in an income? Do you have a Plan B? Most people don’t. That’s where insurance comes in.
Many households have at least one member whose finances are hamstrung thanks to unpaid household duties or part-time work.
What is the most tax-effective way of accessing my retirement money once I have stopped work?