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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 Phillips
Diane PhillipsJanuary 26, 2018
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 Phillips
Diane PhillipsMarch 23, 2017
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 Phillips
Diane PhillipsJuly 21, 2014
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 Phillips
Diane PhillipsJuly 21, 2014
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 Phillips
Diane PhillipsJuly 21, 2014
BlogFinancial planningFor businessesFor individuals

June Market Commentary

Some months we sit down to write this report and think to ourselves, ‘Not much…
Diane Phillips
Diane PhillipsJune 5, 2014
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 Phillips
Diane PhillipsApril 15, 2014
Financial planningFor individuals

Pension income – annuities

Much has been written in the press recently about the options available when you choose…
Diane Phillips
Diane PhillipsMarch 3, 2014
Financial planningFor individuals

Lifetime allowance / Annual Allowance

In November, we wrote an article on the changes to the Lifetime Allowance and Annual…
Diane Phillips
Diane PhillipsFebruary 3, 2014
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 Phillips
Diane PhillipsFebruary 3, 2014
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