Author Archives: Jonathan @ Kanan Wealth

Tax Efficient Investments

You can reduce the tax you need to pay and also earn tax free returns if you make use of the tax efficient tools available to you. In order to maximise the benefit, you need to invest before February 29th 2020. Here is a brief list of what’s available and the major benefits: Retirement Annuities…

The Hardest Problem in Finance

An integral part of the financial adviser’s role is helping retired clients to draw a rising income from their investment portfolios. Most clients want to know that they will be able to live a dignified and independent retirement without sacrificing on the quality of life they grew accustomed to during their working years. However, the…