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Plan - Don't Panic!

When we look to invest
we are generally looking towards the long-term, planning for a secure
retirement, a measure of comfort in later life or even to build an inheritance
which will benefit later generations. We never know what the future will bring,
but we can plan based on our current situation and our anticipated future needs
and we can review those plans as our circumstances change. So before we embark
on any investment decisions, best practice would suggest that we should take
some time to fully consider our future needs; to plan rather than to plunge
into what may turn out to be an unsuitable investment.



But human nature being
what it is, it can be far too easy to leave our investment decisions until the
last moment. So much so that figures from the Investment Association revealed
that in the final week of the last tax year £177 million was poured into ISAs,
up from £171m in the same period last year. This despite the fact that overall
ISA investments in the tax year as a whole were down from £2.6 billion to £1.5
billion.



With eleven months left in the current tax
year there’s plenty of time to plan your investment future. If you’re looking
for pensions or investment advice, or if your situation has changed and you may
therefore need to review your existing investment portfolio, contact Beckworth
by using one of the links on our website.