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Netwealth, a wealth manager, analysed the Office for National Statistics' Wealth and Assets surveys between 2006 and 2016 (the most recent data available). In 2006, those aged over 65 owned 28 per cent of the UK's household wealth, a figure which had increased to 36 per cent 10 years later."
What's at the top of your financial to-do list for 2019? Charlotte Ransom says "To ensure mine and my family’s Isa contributions are automatically invested on the first day of the tax year — without having to lift a finger."
Charlotte Ransom, CEO and founder, Netwealth "With the help of Mifid II, 2019 will be the year where clients will know what they are being charged and can act accordingly."
Gerard Lyons, chief economic strategist at Netwealth, the wealth manager,...said the economy "could easily come to a standstill in the early months"
Iain Barnes, head of portfolio management at wealth management firm Netwealth said time in the market is better than timing in the market. 'Mistiming a decision to buy or sell could be incredibly costly for investors..."
Potential changes to inheritance tax (IHT) and capital gains tax (CGT) are top of the worry list for many, says Matt Conradi, head of client advisory at Netwealth."
For a small fee, not too dissimilar to what a DIY investor would expect to pay each year, you can have your portfolio managed by an experienced, dedicated and cost-conscious team, who are watching the screens so you don’t have to."
Iain Barnes, head of portfolio management at Netwealth, says: Your total portfolio is certainly not high risk, given that around 46 percent is invested in cash or cash equivalents."
