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Simon Read

  • How to build your perfect portfolio

    Spring has arrived early this year and after the turmoil of late 2018, it makes sense to give your investment portfolio a spring clean. Here are five questions to ask yourself. If you were starting from scratch, would everything in your portfolio be there?

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  • How to build your perfect portfolio

    The one key thing you need to know about your ISA is the deadline. If you don’t use your allowance by 5 April, you lose it. You can put up to £20,000 in an ISA in the current tax year. If you can afford to do that every year you can work out how much your tax-free fund will be worth after five or 10 years.

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  • How to build your perfect portfolio

    The one key thing you need to know about your ISA is the deadline. If you don’t use your annual allowance by 5 April, you lose it.

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