Financial Planning News
Avoid 40% Inheritance Tax – check your liability today!
Monday, March 15th, 2010
Do you love the taxman more than you love your own children? If not, then don’t risk leaving them an Inheritance Tax bill of 40% on the wealth you leave behind! You stand to save thousands or even hundreds of thousands with good inheritance planning. The first step is to check how much you would owe, with our new Inheritance Tax Calculator.
Tax matters: HMRC seeks Swiss bank name lists
Thursday, February 18th, 2010
A disk containing 1,500 names of Swiss bank account holders is being sought by Her Majesty’s Revenue Commissioners, to home in on UK citizens who may be guilty of tax evasion.
Babygloomers botched financial planning for their Yuckies
Wednesday, February 17th, 2010Almost 3 in 10 parents are forced to remortgage their homes, due to a lack of financial planning for a growing generation of Yuckies (Young Unwitting Costly Kids), according to a new report from The Children’s Mutual. These are the parents of the ‘Babygloomers’ generation.
Barclays investment funds: risk level altered without notifying clients
Monday, February 8th, 2010
Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.
OFT highlights need for financial advice on life insurance, critical illness insurance
Monday, February 8th, 2010An Office of Fair Trading study into ’small print’ in contracts is likely to focus on life insurance and critical illness insurance, emphasing again the value of independent financial advice.
Investment advice needed? Online investing advice now an option.
Saturday, February 6th, 2010Investment advice is still a service that only the minority is availing of, warns Principle First. “Only 20% of consumers in the UK are seeking financial and investment advice, shocking statistics for something that should be so important.”
With the lack of investing advice, many people have poor-performing ISA’s or bonds, and have not adequate pension provisions [...]
Financial Planning
