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Almost the new tax-year

1st April 2019

The early bird catches the worm! Whilst there are a few days left until the end of the tax-year at the time of writing, our thoughts have turned already to the new opportunities and allowances offered by the new tax-year.

The first three months of 2019 have seen respite from the very tough fourth quarter for global stockmarkets, owing to concerns about Trump and Brexit. We know that clients dislike their investments going down and that this can cause worry. With platforms required to send out statements every three months, you are unlikely to be able to miss the impact on short-term volatility on the value of your portfolio. You can read our latest commentaries here.

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

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