The Crash, The Recovery, Our Outlook – Ten Takeaways

Our seminar, The Crash, The Recovery, Our Outlook, looks back through recent history to see how the events of the past can help us in the future. The recent worldwide economic crisis had a huge impact on many people’s finances, and we should therefore all be thinking about how we will position our p

Our seminar, The Crash, The Recovery, Our Outlook, looks back through recent history to see how the events of the past can help us in the future. The recent worldwide economic crisis had a huge impact on many people’s finances, and we should therefore all be thinking about how we will position our portfolios to protect our assets should there be another downturn in the future. Our seminar helps you to do that.

We hope you enjoyed the seminar and took away from it all of the information you were after. If you failed to capture everything, or just want a quick reminder of what was said, please find our top ten takeaways below:

1. The importance and foundations of how to create a financial plan
   
2. An explanation of how to construct a successful long-term investment portfolio and to be successful with your investments
   
3. Ideas on how to make short-term changes to this long-term portfolio to reduce risk and maximise investment opportunities
   
4. How to identify if an asset (property/shares) is at, above or below its fair value to ensure you buy in at the right price
   
5. A view on the outlook for the economy on which to base investment decisions
   
6. The difference between fundamentals (raw data) and sentiment (how you feel and think) and how you can avoid falling victim to fear and greed
   
7. How to maximise the tax efficiency of a portfolio to retain as much of the profits in your hands
   
8. An update on the changes introduced in the recent Budget, including changes to the taxation of Dividend and Inheritance Tax rules, including the new property allowance
   
9. Initial ideas on how to reduce inheritance tax and maximise the legacy you leave to your children
   
10. An understanding of the guiding principles of Equilibrium, including what we do, who we do it for and, most importantly, why we do it  

If you would like to speak to a member of our expert team about anything, including how we at Equilibrium can help you build and manage your portfolios to safeguard against whatever the future might bring, do not hesitate to get in touch today.

Doing so couldn’t be easier, simply call us on 0808 156 1176 or complete our online contact form and we will be in touch as soon as we can.

The Crash, The Recovery, Our Outlook – Ten Things to Take Home from our Seminar

Thank you for attending our seminar. Here’s a reminder of the most important pieces of information to take home with you.

Our seminar, The Crash, The Recovery, Our Outlook, looks back through recent history to see how the events of the past can help us in the future. The recent worldwide economic crisis had a huge impact on many people’s finances, and we should therefore all be thinking about how we will position our portfolios to protect our assets should there be another downturn in the future. Our seminar helps you to do that.

We hope you enjoyed the seminar and took away from it all of the information you were after. If you failed to capture everything, or just want a quick reminder of what was said, please find our top ten takeaways below:

1) The importance and foundations of how to create a financial plan
 

2) An explanation of how to construct a successful long-term investment portfolio and to be successful with your investments

3) Ideas on how to make short-term changes to this long-term portfolio to reduce risk and maximise investment opportunities

4) How to identify if an asset (property/shares) is at, above or below its fair value to ensure you buy in at the right price

5) A view on the outlook for the economy on which to base investment decisions

6) The difference between fundamentals (raw data) and sentiment (how you feel and think) and how you can avoid falling victim to fear and greed

7) How to maximise the tax efficiency of a portfolio to retain as much of the profits in your hands 

8) An update on the changes introduced in the recent Budget, including changes to the taxation of Dividend and Inheritance Tax rules, including the new property allowance

9) Initial ideas on how to reduce inheritance tax and maximise the legacy you leave to your children

10) An understanding of the guiding principles of Equilibrium, including what we do, who we do it for and, most importantly, why we do it

If you would like to speak to a member of our expert team about anything, including how we at Equilibrium can help you build and manage your portfolios to safeguard against whatever the future might bring, do not hesitate to get in touch today.

Doing so couldn’t be easier, simply call us on 0808 156 1176 or complete our online contact form and we will be in touch as soon as we can.