Pat Kane Wealth Management

11/09/2024

Last week’s market update in 7 mins: https://ow.ly/U77J50TczsC

💼 US equities have generally performed well in recent weeks. Markets continued to react positively to Federal Reserve Chair Jerome Powell’s indication that interest rates would likely be cut soon.

📊 In 13 of the past 18 years, not a single US stock which was a top 10 performer in one year also made the top 10 in the next, highlighting the risks involved when chasing performance.

13/06/2022

An ageing population creates more questions for families. Who pays for home care and where can you get help?

Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care

06/06/2022

Discovering your Wealth Personality. Try our free financial psychometric test which identifies a client’s wealth personality and ESG profile.

Wealth Personality - Your wealth personality, analytics and report.

31/05/2022

A quick 4 minute read on Dealing with financial shock – and how protection can keep your accumulation plans on track.

Dealing with financial shock – and how protection can keep your accumulation plans on track

01/02/2022

As we approach the end of the tax year, have you used all of your available allowances?

05/11/2021

Settling in well to the new premises at Vale of Leven Golf Club.

18/10/2021

Join us for our virtual event on 03 November 2021 at 1.00pm and learn how you can get help to plan for the retirement of your dreams or just understand more about your retirement options. https://sjp-co-uk.zoom.us/meeting/register/tZ0qduuqpj0qGNPFy9yVZNGdEiI_woNo4XB8

At the event you will learn about:

· The different pension types, drawing your tax-free lump sum, pension options available to you, and finding lost pension pots

· The steps you can take today to help fund the retirement lifestyle you want and deserve

· The differences between drawdown and annuities

· The tax implications of drawing your pension

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Taxation rules can change at any time and are dependent on individual circumstances.

The Partner / Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

• Learn about he different pension types, drawing your tax-free lump sum, and finding lost pension pots • Understand the steps you can take today to help fund the retirement lifestyle you want and deserve • Learn the differences between drawdown and annuities • Hear about the tax implication...

25/05/2021

Are you giving your ISA the best chance of success?

Give your ISA the best chance of success

28/03/2021

Things you should be considering as the end of the tax year approaches.

As we ease out of lockdown, opportunities to invest before the end of the tax year shouldn't be ignored.

19/03/2021

The importance of protecting your income, and your families future.

Protect your income - and your family's future

24/02/2021

Seldom in recent history has the end of the tax year marked the end of such a turbulent 12-month period. How to get your pension plans into shape this tax year.

How to get your pension plans into shape this tax year

05/01/2021

https://www.linkedin.com/posts/st-james-s-place-wealth-management_sjpwealth-financialplanning-retirementplanning-activity-6752146647880364033-Ku8V

There is no such thing as free money, but did you know that when you save for retirement, the government does offer a helping hand.

When it comes to saving for retirement, the government currently offers a helping hand. ...