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Alongside ensuring that your Will is kept up-to-date, it is wise to also put in place a Lasting Power of Attorney (LPA).

Almost exactly five years ago we penned a note with the title, Putting Up More Sail. It argued that, despite the high level of investor caution at that time, extraordinary policy support from central banks and a gradual healing of economies after the trauma of the financial crisis meant that, in our view, risk assets were well supported. As a result we were recommending higher allocations to equities in portfolios, for what was the third time in 12 months. We are now recommending the opposite – a step back from equities. This is warranted in our view both by the degree to which the economic cycle has moved on and by the less attractive valuations now on offer.

Corporate LiveWire has shortlisted Saunderson House in its 2018 category for Digital Client Portal of the Year. The awards highlight the most outstanding financial companies based on their activities from the last 12 months.

On 5 April 2018 the 2017/18 tax year closes and, with it, the opportunity to utilise a number of generous allowances and exemptions. With concerns regarding the impact of Brexit persisting, and worries over US politics both domestically and abroad still dominating headlines, investors may well be distracted from giving their personal financial situation the attention it needs. Watch our video below and download our checklist to assist you in navigating the end of the 2017/18 tax year.

Saunderson House has been listed in the Financial Planning and Pensions category of Chambers and Partners’ highly regarded 2017 High Net-Worth Guide.