There is no get rich quick
Legend has it the Rabbit was proud of its speed. He was neighbours with the Ox and always made fun of how slow the Ox was. One day, the Jade Emperor said the zodiac order would be decided by the order in which the animals arrived at his party. Rabbit set off at daybreak. But when he got there, no other animals were in sight. Thinking that he would obviously be first, he went off to the side and napped. However, when he woke up, three other animals had already arrived. One of them was the Ox he had always looked down upon. Rabbit learnt a huge lesson that day, one it cherished forever. Financial planning isn’t about getting rich quick or being the first to the finish line. It is designed to help you sleep at night, reduce your stress and protect your future. You can either be in charge of that yourself or you can enlist a professional, who just like a family member or friend, will be there for you at the hour you need help the most.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Author: Andy Lei
Editor: Cherie-Anne Baxter
Date of article: 18th January 2023
Approver Quilter Financial Limited 20/01/2023