Taxbrief

KLO Winter Update

KLOFinancial |

Our focus on investments this issue highlights the need to stay alert in the markets as all is not what it seems.

Our feature looks at the peculiar case of the behaviour of UK shares versus government bonds. The last ten years have seen a reversal in previous trends. If this makes you feel like you’re on unstable ground, take heart from where your influence can make a difference.

With climate change at the top of the agenda in recent months, the movement for change in individual behaviour can extend to where you choose to invest. Ethical and environmental, social and governance factors mean you can extend your principles to your financial investments.

We also explore the dangers of tipping into tax charges on your pension lifetime allowance and, in the run up to the holidays, highlight some simple strategies that can help you keep on top of your spending in this most tempting of seasons.

Take a read of our Winter 2019 Taxbrief Update here.