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Dominic Browning, Managing Director
Posted by Dom Browning
04/04/23
News, Resources, Insight and Opinion from Browning Financial Planning

Will you outlive your money...or will it outlive you?

Dominic Browning, Managing Director
Posted by Dom Browning
04/04/23

A typical couple spend 30 years in retirement and the biggest threat to their financial dignity is running out of money.

The only asset which reliably outperforms inflation over most time periods are global equities, in other words, investing in the Great Companies of the World.

Your default position should be investing 100% in equities. if you are uncomfortable with this, you can also invest in lower-volatility assets....however, this will mean lower returns and possibly running out of money unneccessarily.

More News, Insight & Opinion
Inheritance Tax discounts for jointly-owned property

If you own property with someone else (for example your spouse) when you die, you can claim a reduction in the value of your share for Inheritance Tax purposes. Continue

WIdows/Widowers and Inheritance Tax

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Is a Lifestyle Trust the right IHT solution for you?

It is getting harder and harder to shelter your assets from the Government when you die, as the Inheritance Tax (IHT) thresholds have not changed since 2009. Continue

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) thresholds since 2009.  Continue

Investment Bonds

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