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Matt Conradi, head of client advisory at Netwealth, warns: “If you have some form of historical LTA protection, it is not yet clear whether adding funds would void that level of protected tax-free cash.
The digital wealth manager’s MyNetwealth service enables users to collate, track and strategically plan their finances.
Wealth manager Netwealth has launched MyNetwealth, a service enabling savers to track the value of their investment holdings in one place and plan for their long-term wealth needs.
The MyNetwealth service is basically a dashboard into which you input details of your pension and ISA accounts, and the investments you hold in them.
Tom Kimche, senior client adviser at Netwealth, says: 'You have sufficient funds for your immediate expenditure as you have over six months’ worth of expenses as cash...'
Gerard Lyons, chief economist at Netwealth [...], said that while it was too early to assess the impact of the EPL [Energy Profits Levy] on investment and tax revenues, the “uncertain tax environment” linked to oil and gas exploration had “not been helpful to investment in the North Sea”.
The figures were better than expected but they weren't that big a surprise" Gerard Lyons, chief economic strategist at Netwealth [...]
New companies include, for example Netwealth, where automated advice is supplemented by personal services, for which extra fees are charged. Netwealth said its total cost, including annual advice, is 1 per cent."
