Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?

 

Uncategorized

 

Navigating the Coronavirus – Part 4: Economic Recovery

The headlines are now turning to the future looking at how deep a recession may be and the shape of the economic recovery. We can only wonder how the economy will recover and how long it will take. Many experts talk of the ‘shape of the recovery’ using names such as V U W or L to name a few.

 

Inheritance tax planning ahead of the Budget

There is a real concern that the inheritance tax rules may be due for a change. A couple of recent reports give an outline of the areas that may receive attention. One of these is the exemption for “normal expenditure out of income” and clients who can use this exemption may like to take early action. Read this article to find out more.

 

How do Currency Returns affect my International Investments?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the potential benefits of an expanded opportunity set and increased diversification comes exposure to foreign currencies. Currency returns can be volatile, creating winners and losers. While there is little evidence that currency movements can be predicted, investors still want to […]

 

Total Cost of Ownership

Mutual funds have many costs, all of which affect the net return to investors. Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs […]

 

Ups, downs and riding the waves in between

From record highs to the anniversary of a historical slump, the stock market has been much in the news lately. Get the insight that goes beyond the headlines for your personal finances and investments.

 

 
 

With investment, your capital is at risk. The value of your portofio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

© 2020 LEXO.CO.UK All rights reserved Disclosure Terms and conditions Privacy Policy Complaints Procedure Sitemap