As 2021 rolls in, so does another lockdown – businesses are closed, schools are shut and the ever-familiar rhetoric of ‘stay at home’ is the main message. As expected, the lockdowns are hurting UK economic figures, recent results show that the UK economy is approximately 8.5% smaller than pre COVID-19 levels. All this news comes
December 2020 Overall December saw us caught between optimism about potential vaccines and pessimism about the second wave of coronavirus infections. There were outcomes both in the US with regards to the presidential election and the UK’s trade agreement with the EU. As we reflect on December, the UK displayed a worrying decline in GDP.
Some of us are great at planning. But most people (including me) tend to put things off. A lot of the customers who talk to me at Macdonald Wealth have a similar story. Does this sound like you?
The term “wealth management” covers an array of services, combining Financial Planning, Investment Management, Estate and Tax Planning. Macdonald Wealth seeks to address three main issues: the deployment of your wealth during your lifetime; preserving your wealth and finally, planning the distribution of your wealth.
Our investment management strategy starts with you, our client. We believe it is more important to manage your portfolio to meet your risk objectives than to chase short-term returns, so we will design your unique portfolio to meet your individual needs and attitude to risk.
Retirement planning involves structuring your assets in the right way as to enable you to have the right amount of money at your disposal at the right time. Indeed, retirement planning can be one of the most challenging elements of managing your wealth and arguably the most important. How much you should put aside, where
Tax planning refers to the use of perfectly legitimate tax mitigation strategies to minimise the erosion of your wealth. The UK taxation system is notorious for its complexity, with a variety of levies payable on income, capital gains and inheritance at different levels and at different times for different people. Having the help of a