INVESTING CAPITAL EFFECTIVELY

Whether we are investing capital in order to fund care fees or trying to maximise the return on our savings, the investment choices can be bewildering and the technical jargon simply too confusing. All too often, we opt for the simplicity and ease of a bank or building society account and miss out on the opportunity to really make our money work for us.

Fear of capital losses, stockmarket crashes and unscrupulous advisers are all understandable concerns. However, selecting a care fee funding specialist can open up a whole range of attractive options and at the very least can allow individuals to make an informed choice rather than one through lack of knowledge.

The key factor in selecting an appropriate investment is determining the risk to which it exposes capital and Care Asset Management focus on exploring this issue and ensuring that the investor fully appreciated the options available.

The next consideration is the return required and the need to relate this to the issue of risk. A low risk investor who places his capital on deposit at 5% when his income need is 10% is guaranteeing that he will lose money - hardly a low risk strategy.

Combining this with the investment structure, its tax treatment and where it is located are all crucially important. These are the key issues before consideration can be given to the underlying investments themselves.

In today’s world, the availability of innovative products, sophisticated investment techniques and specialised advice provides the investor with more opportunity and scope than ever before to create an investment portfolio which meets their needs and requirements. We just have to ask.

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