Webinar: Getting to know Stuart

Webinar Timestamps

[00:00] Introduction and disclaimers
[01:23] News items: Rachel Reeves’ Mansion House Speech; private equity funds. 2027 pensions will form part of IHT. Premium bond rates fall. Investment Committee Portfolio weightings
[13:00] Today’s main topic – Get to know Stuart!
[35:00] Recommendations to read, listen and watch!

Useful Resources

• https://www.ajbell.co.uk/news/government-confirms-pensions-will-face-inheritance-tax-everything-you-need-know
• https://www.moneysavingexpert.com/travel/cheap-airport-parking/
• https://global.morningstar.com/en-gb/economy/private-assets-be-allowed-stocks-shares-isas
• https://www.thehighperformancepodcast.com/hp-podcast/damon-hill
• https://www.imdb.com/title/tt34241453/

Importance of Diversification

The graph compares the growth of the S&P 500 during the lost decade where the index moved sideways with a global diversified portfolio tilted towards small, value shares as in our portfolios.