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Mapping the future

Family grievances and financial mismanagement can threaten investments as much as tax and legislative changes, say Charles Gowlland and Frank Akers-Douglas 

7 July 2014

A successful investment outcome involves assessing a number of factors, such as time horizons and attitude to risk, then implementing
an appropriate strategy. The family’s broader asset allocation should be addressed carefully, bearing in mind
where their assets and liabilities are
placed, and how the two interact. It
may make sense, for example, to keep
a certain amount of liquid assets in
case the family needs cash urgently.

Taking a flexible approach that enables the family to stay abreast of changes in the financial markets can be advantageous: those who cashed up in early 2008 and did not reinvest over the ensuing 18 months or so missed out on some significant rises in investment markets.

Flexibility is also key when it comes to potential tax and legal developments that could otherwise adversely affect clients. To take a particular example, th...

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