Thanks for watching! It will be interesting to see what next month's budget brings and what this means for investors. We'll be brining you all the latest updates on this and any other significant market movements that might affect your money here on our channel.
Hi Kalpna, thanks for taking the time to watch. As with all investments you may see fluctuations like you're seeing now from time to time. Staying invested over the long term gives your money the best chance to overcome these. You can find out more about our long term portfolio performance here - www.truepotential.co.uk/investments/ If you'd like a personalised chat about your investments we recommend speaking to your financial adviser or you can give our team a call on 0191 625 0350.
I was put in Pru by my advisor, I am sure it was for commission and it was hopeless despite paying in for years. After a number of years I transferred out into Smart pension where my other pension was. I seems much better.
Hi Kevan, thanks for watching! In regards to what was referenced in this episode, turning 75 years old changes how a person's beneficiaries inherit their pension. Currently, if a person passes away before they turn 75 then their pension can be inherited by their beneficiaries tax free. If this occurs after 75, the money a beneficiary receives can be subject to tax. We hope that helps. If you have any further questions around what this means for your money we recommend speaking to your financial adviser.
Hi Andy, thanks for watching our latest episode. We'll be keeping you up to date with all the latest policy changes from the Government that may affect your money, so make sure you keep watching! If you're concerned about what this means for you we recommend speaking to your financial adviser. Alternatively you can give us a call on 0191 625 0350.
Nice timing, thank you :-)
Thanks for watching!
Lets see what Halloween brings i think SIPP will fall into IHT and there will be a limit on tax free cash
Thanks for watching! It will be interesting to see what next month's budget brings and what this means for investors. We'll be brining you all the latest updates on this and any other significant market movements that might affect your money here on our channel.
i have avc with pru, but my global equity investment is going down! should I leave for long term?
Hi Kalpna, thanks for taking the time to watch. As with all investments you may see fluctuations like you're seeing now from time to time. Staying invested over the long term gives your money the best chance to overcome these. You can find out more about our long term portfolio performance here - www.truepotential.co.uk/investments/
If you'd like a personalised chat about your investments we recommend speaking to your financial adviser or you can give our team a call on 0191 625 0350.
I was put in Pru by my advisor, I am sure it was for commission and it was hopeless despite paying in for years. After a number of years I transferred out into Smart pension where my other pension was. I seems much better.
@@TruePotentialLLPit’s ok saying staying invested over a long time.. but some people don’t have the time depending on their age
what changes when you reach 75?
Hi Kevan, thanks for watching! In regards to what was referenced in this episode, turning 75 years old changes how a person's beneficiaries inherit their pension.
Currently, if a person passes away before they turn 75 then their pension can be inherited by their beneficiaries tax free. If this occurs after 75, the money a beneficiary receives can be subject to tax.
We hope that helps. If you have any further questions around what this means for your money we recommend speaking to your financial adviser.
But what are this new awful government going to do with the 25% tax free allowance? It's a big worry.
Hi Andy, thanks for watching our latest episode. We'll be keeping you up to date with all the latest policy changes from the Government that may affect your money, so make sure you keep watching!
If you're concerned about what this means for you we recommend speaking to your financial adviser. Alternatively you can give us a call on 0191 625 0350.