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    STARTING A NEW INVESTMENT


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Starting a New Investment

There are many things to think about when thinking about a new investment. One of the starting points is your reason/motivation to make an investment. What is it? Listed below are some of the common reasons for investing to fund a future plan;

Short term - 0-5 years

Payment of a tax bill
Property renovations
New vehicle purchase

Medium term – 5-10 years

Property purchase
Education funding
Children’s wedding

Long term – 10 years plus

Additional retirement provision outside of a pension
Passing money on to beneficiaries

Care in old age

Each of these scenarios require very different investment considerations. Some of the scenarios point to a requirement to accumulate your money to best effect, over a certain period of time. This is known as capital growth. Other scenarios follow on from the accumulation period. For example, a person who has accumulated a lump sum of £100,000 at age 60, to produce some extra income in retirement, will have differing objectives for this money from age 60 onwards. Whilst it is always advisable for the capital to continue growing in any scenario (in order that your money can keep up with prevailing inflation) the main objective from age 60, in this scenario, will be to produce income for the person to spend in their retirement. This gives rise to a new set of investment considerations.

Summary

Every reason for making an investment is unique to the person making the investment. We often get asked what we offer. The answer to that question is that we do not offer standardised solutions. This is also the reason why we do not advertise specific products and services on our website. We seek to take account of each individual client’s situation and our advice reflects this. To help you organise your own thoughts and requirements, we have listed many of the common questions we receive in the Investment FAQ section. We encourage you to visit this and then contact us to discuss requirements if you feel we can help you.

Contact Us

Should you wish to discuss starting a new investment with Abacus, please contact us via (+350) 200 42967 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

Starting a new investment

Starting a new investment

We will help you plot your course


Gibraltar Investments

Our Review Service

Our Review Service

We make sure your plan still works and change course if required


Gibraltar Investments

Investment FAQ's

Investment FAQ's

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Gibraltar Investments

Starting a new investment

Starting a new investment

Our Review Service

Our Review Service

Investment FAQ's

Investment FAQ's

☎ (+350) 200 42967   ✉ This email address is being protected from spambots. You need JavaScript enabled to view it.  

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