Friday, August 6th, 2010
Did you know that if your spouse is not working, they still have a tax-free allowance you can use as part of your financial planning? In a few simple steps, you can make up to £6,475 of income from your savings or investments tax-free. Who said marriage had to be taxing? Read More
Tags: Avoid Tax, Efficient Tax Planning, Financial Planning, Financial Planning Advice, Income Tax Allowances, Independent Financial Advice, Savings
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Monday, June 28th, 2010
The number of higher rate taxpayers will have to double, if government is to sustain budget changes that propose a higher personal tax allowance of £10,000, a leading accountancy firm has claimed. Read More
Tags: Budget, Budget June 2010, Financial Planning, Income Tax, Income Tax Allowances, Tax
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Tuesday, June 22nd, 2010
Today’s June 2010 budget changes should include an increase of £1,000 in the personal Income Tax allowance for basic rate taxpayers. This increase in Income Tax allowance means that all those earning up to £37,400 will have their tax-free Income Tax personal allowance increased by 15.4%, from £6,475 to £7,475.
Tags: BBC, Best UK Mortgage Deals, Budget, Budget June 2010, Capital Gains Tax, Certified Financial Planner, Free Banking, Income Tax, Income Tax Allowances, Pension Transfers, Personal Tax, Repossessed Spanish Property, State Pension, Tax
Posted in Financial Planning News | 1 Comment »
Wednesday, June 16th, 2010
Budget proposals to raise the 18% Capital Gains Tax to a possible 40% or more would give the UK the highest level of Capital Gains Tax in the world. This will inevitably discourage investors, say the British Chambers of Commerce. Click headline to read more.
Tags: Advice On Investments, Barclays, Capital Gains Tax, Certified Financial Planner, Critical Illness Insurance, Efficient Tax Planning, Income Tax Allowances, Investments, Pension Scheme, Stocks & Shares
Posted in Investment News | No Comments »
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
Tags: Cash ISAs, Cheap Life Insurance, Enterprise Investment Schemes, Financial Planning, IBM, Income Tax Allowances, Individual Voluntary Arrangement, Investment Funds, Investments, ISAs, Pension Schemes, Stocks & Shares ISA
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Friday, May 28th, 2010
The 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.
Tags: Bestinvest, Debt Solutions, Enterprise Investment Schemes, Environment, Environmental News, Equity Investments, Financial Planning, Financial Planning Advice, Financial Planning Review, IBM, Income Tax Allowances, Investment Funds, Investments, Pension Scheme, Shoe Express, Stocks & Shares
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Wednesday, May 19th, 2010
Investors 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.
Tags: Annual Financial Review, Annual Pension Review, Base Rate, Basic State Pension, Cash ISAs, Cheap Life Insurance, Enterprise Investment Schemes, Environment, Environmental News, Financial Planning, Financial Planning Advice, Financial Planning Review, IBM, Income Tax Allowances, Individual Voluntary Arrangement, Inheritance Tax Liability, Investment Funds, Investment Strategy, Investments, ISAs, Life Insurance, Maximum Pension Contribution, Mortgage Application, Mortgages, Online Mortgage Deals, Pensions, Personal Insurance, Repossessed Spanish Property, Savings, Savings and Investments, Stocks And Shares ISA
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Monday, May 10th, 2010
Banks and building societies are now offering special deals on one investment or savings product, provided that the customer signs up for a second, additional investment product at the same time. However, such “tied” deals involving 2 linked products are not always in the best interests of the consumer, according to the EU.
Tags: Advice On Investments, Barclays, Friends of the Earth, Homeowner Loans, Income Tax Allowances, Independent Financial Advice, Independent Mortgage Advice, Investment Advice, Investment Bond, Investments, Mortgage Advice, Online Mortgage Deals, Savings, Stockholm Environment Institute
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Tuesday, April 13th, 2010
The Global Initiative for Sustainability Ratings (GISR) aims to simplify the rating of companies with truly sustainable business practices. This in turn will encourage trust in ethical investments by the 44% who are still sceptical that so-called ethical, sustainable businesses really do make a difference.
Tags: Defined Benefit Pension Scheme, Department for Work and Pensions, Eiris, Ethical Funds, Ethical Investments, Income Tax Allowances, Investments, Retirement Planning, Revenue Commissioners, Sustainable Energy
Posted in Sustainable News | No Comments »
Thursday, April 1st, 2010
Only 4 out of 37 bank and building society advisers gave good financial advice to undercover researchers, when discussing a lump sum investment, in an investigation carried out by Which? magazine.
Tags: DWP, Enterprise Investment Schemes, Financial Advice, Financial Planning, Friends of the Earth, Income Tax Allowances, Independent Financial Advice, Investments, Repossessed Spanish Property
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