Inheritance tax planning and writing a will can be subject to hidden costs, especially if you appoint an executor to your estate. Consumers are often not made aware of the bill they will receive, and should certainly ‘shop around’, says the Office of Fair Trading. Click headline for further details.
Posts Tagged ‘Enterprise Investment Schemes’
Inheritance Tax Planning – Shop around before writing a will
Friday, June 18th, 2010Financial Plan will make your Life complete, psychologists say
Thursday, June 17th, 2010
Having a financial plan with clearly-defined goals gives you a sense of control and reduces money worries. This translates into higher self-esteem, says a new psychologist’s report. Read more by clicking on the headline.
Budget Proposals justified – low Capital Gains Tax costs £1bn, says Cameron
Thursday, June 17th, 2010Those who turn income into capital cost state £1bn in lost taxes, says the Prime Minister. This would include those whose salary/benefits package includes shares, the sale of which allows them to use their CGT allowances.
Make financial advice routine for all – ABI
Friday, June 4th, 2010
Financial advice should be taken up by all, to build a strong financial plan – but barriers still exist. One answer could be online financial advice, says the Association of British Insurers (ABI).
Investments – do you know your risk profile?
Thursday, June 3rd, 2010
When it comes to investments, do you know your risk profile? Check it right now with our online Investment Risk Profiler Tool. Click headline to learn how
Shares investment advice – Funds report spots 90 serious underperformers
Friday, May 28th, 2010The need for shares investment advice has been highlighted in a report which states that 90 well-known UK investment funds are now seriously underperforming. Collectively, these so-called ‘dog’ funds contain £14.25bn of investors money, up 96% since last year.
Financial advice ‘less important than good hairdo’
Thursday, May 27th, 2010
Consumers who would never dream of cutting their own hair will happily ‘have a go’ at sorting their own finances, without expert financial advice. An ‘advice shy’ attitude can seriously damage your financial health, says a new study.
Financial Planning – Cost of a child tops £200,000 for first time
Thursday, May 27th, 2010The cost of raising a child from birth to age 21 has topped £200,000 for the first time, according to the annual Cost of a Child survey by insurer LV=. With good financial planning, you can spread the burden of two decades with your little bundles of joy.
Financial planning advice – Regular Reviews could save you thousands
Wednesday, May 19th, 2010Investors can save thousands with regular financial planning advice and financial reviews. Fine-tune your financial planning with regular reviews of your mortgage deal, funds investments, and pension planning.
Principle First launches OnePlan™ and financial planning tools
Monday, May 17th, 2010
Principle First Chartered Financial Planners has today launched the OnePlan™ financial planning environment, featuring the OnePlan™ suite of financial planning tools. Our financial planning tools give you the calculations you need to plan your mortgage, insurances, even pension and retirement. The financial planning tools enable you to calculate how much your mortgage repayments on your chosen home would be, how much life insurance cover you need to replace your income and protect your family, or calculate how much you need to be saving today, to achieve a desired buying power and standard of living from your pension.
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Principle First Financial Services is a trading style of GMF Marketing Services Ltd. which is authorised and regulated by the Financial Services Authority. Principle First Financial Services is entered on the Financial Services Authority's register under reference number 409667.