One super-efficient tool for ensuring a smooth transfer of life insurance monies to your family is to set up your life insurance in trust.
Posts Tagged ‘future energy supply’
Life insurance in trust: Taking control of your life insurance
Tuesday, August 11th, 2009Passing on your wealth: Tips for inheritance planning
Tuesday, July 14th, 2009The transfer of wealth to your children – better known as inheritance planning -Â is a complex area of personal finance that must be well planned in order to work efficiently. The central factor to consider in inheritance planning is taxation, and in particular Inheritance Tax, which, if left unheeded, can be applied to parts of [...]
The financial life cycle 4: The frugal fifties
Tuesday, June 9th, 2009In your fifties, your children may be grown. Perhaps your youngest is about to depart to make her own way in the world. You find yourself, your spouse and your cat enjoying a cup of tea alone, in the sudden quiet of an empty house.
This is not a time for sadness. Don’t think of it as losing a daughter – think of it as regaining a bathroom!
The financial life cycle 5: The settled sixties
Tuesday, June 9th, 2009The largest hill on the horizon as you enter your sixties is, of course, your retirement. In your financial life cycle, the main task is to turn your pension savings into an income, as your working life comes to an end.
The most popular way of doing this is by purchasing a pension annuity with your pension savings. This pays out a guaranteed income for the rest of your life, and can be a fixed sum, or can be set to increase each year, in order to account for inflation.
Get back last year's tax with an EIS
Wednesday, June 3rd, 2009Would you like to claw back some of those hefty taxes you gave to the government last year? You may be attracted by an Enterprise Investment Scheme (EIS), which is a government approved scheme providing a range of tax benefits to investors. With an EIS, you can recover tax equal to 20% of your investment, provided you [...]
About Us
Annuities
Blogroll
Financial Planning
- Avoiding Inheritance Tax
- Capital Gains Tax Allowance
- Discounted Gift Trust
- Endowments
- IHT Exemptions
- Inheritance Tax Calculator
- Inheritance Tax Gifts
- Inheritance Tax Nil Rate Band
- Inheritance Tax Rates
- Inheritance Tax Threshold
- Key Man Insurance
- Potentially Exempt Transfers
- What is Financial Planning?
- Writing Your Life Insurance in Trust
Investments
- Allianz RCM Global Eco Trends Fund
- Dark Green Investment Funds
- EIS – Enterprise Investment Scheme
- Ethical Investment Advice
- Ethical Investment Companies
- Ethical Investment Criteria
- Ethical Investment Funds
- Ethical Investment Portfolio
- Ethical Investments
- Ethical ISA Investments
- Ethical Pensions
- Fixed Interest Bonds
- Funds Investments
- Guaranteed Bonds
- Guaranteed Income Bonds
- Guaranteed Investments
- IM WHEB Sustainability Fund
- Income Bonds
- Investment Adviser
- Investment Companies
- Investment Planning
- Light Green Investment Funds
- Managed Investments
- Medium Green Investment Funds
- Mutual Funds Investments
- Octopus VCT
- Our Investment Portfolios
- Quadris Environmental Fund
- Socially Responsible Investments
- Trust Investments
- Unit Trust Investments
- Unit Trusts & OEICs
- Venture Capital Trusts
Mortgages
oneplan
Pensions
- AVC – Additional Voluntary Contributions
- Cashing in Pensions
- Children's Pensions
- Early Retirement Options
- Ethical Pensions
- Financial Advice on Pensions
- Pension Advice Process
- Pension Calculator
- Pension Companies
- Pension Contributions
- Pension Forecast
- Pension Performance
- Pension Review
- Pension Tax Relief
- Pension Transfer
- Pension Types
- Retirement Calculator
- Retirement Pension Forecast
- What is a Pension Plan?
Personal Insurance
- Best Critical Illness Cover
- Best Life Insurance
- Calculate Your Life Cover
- Children's Critical Illness Insurance
- Critical Illness Calculator
- Critical Illness Insurance Providers
- Critical Illness Insurance Quote
- Joint Critical Illness Cover
- Life Insurance Advice
- Life Insurance Calculator
- Life Insurance Guide
- Life Insurance Quotes
- Writing Your Life Insurance in Trust
Savings
- Cash ISAs
- Children's Bonus Bonds
- Ethical ISA Investments
- ISA Allowance
- ISA Calculator
- Monthly Savings
- Saving for your children
- Savings plan for a new car
- Savings plan for getting married
- Savings plan for mortgage deposit
- Savings plan for my house renovations
- Tax Efficient Savings
- Tax Free ISA
- Tax Free Savings
Sustainovation
- Allianz RCM Global Eco Trends Fund
- Dark Green Investment Funds
- Economic Experts
- Environmental Experts
- Ethical Investment Advice
- Ethical Investment Companies
- Ethical Investment Criteria
- Ethical Investment Funds
- Ethical Investment Portfolio
- Ethical Investments
- Ethical ISA Investments
- Ethical Pensions
- IM WHEB Sustainability Fund
- Light Green Investment Funds
- Medium Green Investment Funds
- Quadris Environmental Fund
- Social Experts
- Socially Responsible Investments
0800 678 5929
7 Racecourse Road,
Derry,
Northern Ireland
United Kingdom
BT48 7RB
Email: info@principlefirst.co.uk
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.