Investment Solutions Newsletter – Autumn 2013

The end of the financial year is reacing toward us, but there’s still time to review your financial plans before 30 June.

In this edition we shine the light on key opportunities that you can discuss with your financial adviser, to help make the most of tax time.

Looking at the bigger picture, we explore the new ‘female economy’ and consider the role that financial advice plays in education and empowerment.

Also, Piers Bolger, Head of Research & Strategy at BT Financial Group, gives his perspective on the state of global markets.

Finally, we take a look at estate planning and find out what you need t do to help ensure your legacy will be passed on the way you intended it.

We hope you enjoy this issue of Investment Solutions.

Happy Reading!

Investment Solutions Newsletter Autumn 2013



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