Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions.

Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for their estate:

  • How best to find sufficient investment growth to support the multiple objectives that someone might have when estate planning
  • The impact of ‘pound cost ravaging’ when taking withdrawals is most acute when investment markets are volatile, as they have been, and are expected to be for some time
  • Planning for the unexpected is a crucial element of estate planning

“If you do not expect the unexpected you will not find it, for it is not to be reached by search or trail.”

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