Financial planning Archives

Changes to inheritance tax (IHT) came in during 2017, affecting the allowance for those wanting…

Diane PhillipsJanuary 26, 2018

How will your family manage if you are seriously ill, can't work, or should you…

Last month we detailed all the changes occurring from the 1st July with the introduction…

Can you reduce your charges? Over the last 20 years, pension products have developed greatly…

Bonds are great investment tools, whilst invested there are no tax implications, you can take…

Some months we sit down to write this report and think to ourselves, ‘Not much…

As a business owner, it is possible to purchase personal life cover through your business,…

Much has been written in the press recently about the options available when you choose…

In November, we wrote an article on the changes to the Lifetime Allowance and Annual…

Diane PhillipsFebruary 3, 2014

In financial services, the approach of spring means two things: the Budget and the end…

Diane PhillipsFebruary 3, 2014

Financial planning