What does the nil rate band really mean for me? BlogFinancial planning What does the nil rate band really mean for me? Changes to inheritance tax (IHT) came in during 2017, affecting the allowance for those wanting…Diane PhillipsJanuary 26, 2018
Financial Protection – Peace of Mind BlogFinancial planningFor individuals Financial Protection – Peace of Mind How will your family manage if you are seriously ill, can't work, or should you…Diane PhillipsMarch 23, 2017
Quick Guide to New Individual Savings Accounts (NISA) BlogFinancial planning Quick Guide to New Individual Savings Accounts (NISA) Last month we detailed all the changes occurring from the 1st July with the introduction…Diane PhillipsJuly 21, 2014
4 reasons why you should review your pension BlogFinancial planning 4 reasons why you should review your pension Can you reduce your charges? Over the last 20 years, pension products have developed greatly…Diane PhillipsJuly 21, 2014
Encashing a Bond – Do you Understand the Tax Implications? BlogFinancial planning Encashing a Bond – Do you Understand the Tax Implications? Bonds are great investment tools, whilst invested there are no tax implications, you can take…Diane PhillipsJuly 21, 2014
June Market Commentary BlogFinancial planningFor businessesFor individuals June Market Commentary Some months we sit down to write this report and think to ourselves, ‘Not much…Diane PhillipsJune 5, 2014
Life Assurance for Business Owners – you could save money? Financial planningFor businesses Life Assurance for Business Owners – you could save money? As a business owner, it is possible to purchase personal life cover through your business,…Diane PhillipsApril 15, 2014
Pension income – annuities Financial planningFor individuals Pension income – annuities Much has been written in the press recently about the options available when you choose…Diane PhillipsMarch 3, 2014
Lifetime allowance / Annual Allowance Financial planningFor individuals Lifetime allowance / Annual Allowance In November, we wrote an article on the changes to the Lifetime Allowance and Annual…Diane PhillipsFebruary 3, 2014
Year end tax planning, some helpful suggestions… Financial planningFor individuals Year end tax planning, some helpful suggestions… In financial services, the approach of spring means two things: the Budget and the end…Diane PhillipsFebruary 3, 2014