BROWNING
FINANCIAL PLANNING
Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24
News, Resources, Insight and Opinion from Browning Financial Planning

KISS

Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24

KISS stands for "Keep it short and simple".

People can get very confused about long-term investing and it is no wonder as the investment industry does its best to overcomplicate matters.

We believe in keeping things simple.

So for your medium to long-term investments you should have one or more of the 3 following pots:

1. Free money growth pot.

2. Tax-free growth pot.

3. Growth pot.

We have 3 portfolios on offer and they are available through all 3 of the pots mentioned.

We offer these solutions through Fundment, a very low cost investment platform, whose charges are a maximum of 0.2% per annum. You can access your portfolio information 24/7.

We like this simplicity and hope you do too.

More News, Insight & Opinion
Inheritance Tax Planning

Trying to pass on as much as your wealth as possible to your children is getting harder and harder, due to the freezing of the IHT (Inheritance Tax) thesholds since 2009.  Continue

Investment Bonds

An investment bond is a packaged investment offered by a life company as opposed to an investment company. They work differently to investment company package products (known as General Investment Accounts or GIAs). Continue

Continuing Regular Savings

The number one factor in building a retirement or investment pot is investing regularly over the long-term and keeping it going until the day when you need to draw down on your investments or pension pot. Continue

Discretionary Trusts v Protective Property Trusts

Putting a trust in your Will to make sure your loved ones inherit something is a very good thing. We commonly see PPTs (Protective Property Trusts) in Wills but sometimes think a DT (Discretionary Trust) might be a better solution in many cases. Continue

The Great Sale

Currently there is a sale of the great companies of the World on and you should seize the opportunity to buy discounted shares. Continue

Inflation - a cancer on your Wealth

It is commonly believed that when you retire, your number one priority should be the preservation of your capital. Continue