TindleWealth

Financial planning & investment management for individuals & their families

[TindleWealth @TindleWealth]

A few weekends ago the Financial Times’s Money section published a special edition focused on private client wealth management. It included info on the past performance of specific major wealth managers. Read more below. https://t.co/7mo377jTCV

[TindleWealth @TindleWealth]

Our latest investment outlook is now available, read more below. https://t.co/rrWDx5vBqd

[TindleWealth @TindleWealth]

A tax-efficient strategy for those with at least £5-10 million of investable assets is a Family Investment Company' Read more here:
https://t.co/aLtRylj1t6

[TindleWealth @TindleWealth]

If the year ended today, the global stock market would be up about 12% in GBP and more than 15% in USD – a good year in almost anyone’s books. However, for many investors, it probably doesn’t feel so good. Read more below: https://t.co/cTHuL3NsSP

[TindleWealth @TindleWealth]

Should I Pay Down My Mortgage? The most frequently asked question from our younger, higher-earning clients right now is whether they should use capital to pay down their mortgage. The answer? Read more below.
https://t.co/osQSJpWtT4

[TindleWealth @TindleWealth]

Entrepreneurs: The Most Efficient Way to Get Money Out of Your Business.
https://t.co/qIUGPXRYSP

[TindleWealth @TindleWealth]

Recent press reports have reported that major political parties are likely going to change the rules around inheritance tax (IHT). It is rumoured that the Conservative Government will either reduce or eliminate IHT in the March budget. Read more below.
https://t.co/aJEyi9TdmH

[TindleWealth @TindleWealth]

Market Commentary - 12 September 2023
12/9/2023
📷
It was just over a year ago that I last wrote a ‘market update’. In short, the relatively positive view we expressed in Sept 2022 has proved to be correct.
So what happens next?!https://t.co/oWjzZH9CdL

[TindleWealth @TindleWealth]

There are principally three ways that family wealth erodes over time:
Spending, Inflation & Taxes
Here's what you can do about them.
https://t.co/V3kMTS7A8A

[TindleWealth @TindleWealth]

Buying UK Govt Bonds because of the 'high yield' and the tax break? Or simply holding cash because it's 'safer'? We suggest gilts and fixed-term accounts are only a good idea for near-term needs and that shares will win over the longterm.
https://t.co/gY0IRRA6IN

[TindleWealth @TindleWealth]

"Investors who have performed poorly over the past six months or so have probably been exposed in one or both of the following ways..."

Our latest investor letter out now, check it out: https://t.co/moR85dwiEo

[TindleWealth @TindleWealth]

The latest 'Market Update' by @scottytindle is out today. Check it out here: https://t.co/HMxqYbvckj

[TindleWealth @TindleWealth]

"If you are serious about wanting to mitigate your inheritance tax liability and are fortunate enough to have a relatively high net worth then making a plan as soon as possible is likely a very good idea."

https://t.co/y4lgMtBWM1

[TindleWealth @TindleWealth]

Do you receive equity compensation from your employer? Then this one is for you...

https://t.co/IrkIhKyi6I

[TindleWealth @TindleWealth]

Our latest Market Update penned by @scottytindle: time for some caution perhaps --> https://t.co/PPDfIPj9cu

[TindleWealth @TindleWealth]

If you have excess savings and think you might want to beef up your pension then read this article. Simple as that. Have a good day!

https://t.co/7HkYi1oz6D

[TindleWealth @TindleWealth]

With the end of the tax year approaching, keep in mind we offer a Financial MOT service for higher-earning professionals. It's a one-off, fixed-fee financial plan that answers the question: "What should I be doing with my savings?" Learn more here: https://t.co/ArhhsoaU5V

[TindleWealth @TindleWealth]

What's good for humanity in 2021 might not be so good for markets. Check out our latest investor letter below.

https://t.co/uHq6xxxBLt

[TindleWealth @TindleWealth]

A Junior ISA for Christmas?

It could be a great place to put any financial gifts your child is fortunate enough to receive during the holidays.

In this piece we outline how a JISA works and some of its pros and cons. Check it out --> https://t.co/IfNBxL428b

[TindleWealth @TindleWealth]

5 Things Higher Earning Professionals Should Do With Their Pensions. Pensions may be complex, but within their complexity lies opportunities to significantly reduce the tax you pay. This is especially true if you are a high earner. Check it out -> https://t.co/7thJlC2vBp