Thursday, April 29th, 2010
Over half of adults in the UK are neglecting the need to make a will to ensure efficient inheritance tax planning, according to a new survey published this week by Barnardo’s. The children’s charity has also revealed that almost three-quarters (74%) of cohabiting couples also have no will in place.
Tags: Fund Portfolio, future energy supply, Gareth Flanagan, Inheritance and Tax Planning, Inheritance Planning, Inheritance Tax, Inheritance Tax Advice, Recession, Remortgages, Repossessed Spanish Property, Writing a Will
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Thursday, April 15th, 2010

Pension planning is on the minds of savers again, with 1 in 3 people thinking of setting up private pension schemes this year, compared with just 1 in 5 a year ago, according to Legal and General.
Tags: AIB Bank, Inheritance Planning, Legal & General, LV=, M&G Corporate Bond, Maxi ISA Contribution, Mortgage Protection Insurance, Mortgage Rates, Pension Planning, Pension Plans, Pension Scheme, Private Pension, Private Pensions
Posted in Pensions News | No Comments »
Friday, March 5th, 2010

If you are one of the13% of people in the UK who have taken out critical illness cover to protect themselves against losing their income through ill-health, you are probably aware that critical illness insurance offers identical cover for your children – free of charge.
Tags: Aviva, Best Maxi ISA, Contribute To A Pension, Critical Illness Cover, Critical Illness Insurance, Critical Illness Policy, Inheritance Planning, Legal & General, Prudential, Remortgage, Retirement Income, Second Home In Spain
Posted in Insurance News | 1 Comment »
Friday, February 26th, 2010

The average UK household would run out of money in just 14 days, if a wage earner was hit by critical illness or died. Despite this, 63% of households still have no life and critical illness cover.
Tags: Aviva, Best Maxi ISA, Contribute To A Pension, Critical Illness Cover, Critical Illness Insurance, Inheritance Planning, Inheritance Tax Advice, Inheritance Tax Liability, Legal & General, Life Cover, Life Insurance, Remortgage, Retirement Income
Posted in Insurance News | 1 Comment »
Wednesday, January 6th, 2010

Most of us have a life insurance policy, to ensure that our family is provided for at the end of our life, but far fewer of us have critical illness insurance.
Tags: Contracted Out Of SERPS, Contribute To A Pension, Critical Illness Advice, Critical Illness Cover, Critical Illness Insurance, Critical Illness Policy, DWP, Financial Advice, Financial Ombudsman Service, Friends of the Earth, Health Insurance, Independent Financial Advice, Inheritance Planning, Legal & General, Remortgage, Retirement Income
Posted in Insurance News | No Comments »
Monday, January 4th, 2010

Aviva is planning premium discounts on its critical illness insurances for those who have come through cancer, and would therefore not have cancer cover in their policy.
Tags: Aviva, AXA, Best Maxi ISA, Contribute To A Pension, Critical Illness Cover, Critical Illness Insurance, Critical Illness Policy, Financial Ombudsman Service, Health Insurance, Inheritance Planning, Legal & General, LV=, Pensions and Retirement, Remortgage, Retirement Income, Tax Guidelines, Tchibo, Zurich
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Wednesday, December 16th, 2009
Adult professionals are more dependent on their parents for a financial lifeline than ever before, as over half in the age range 35-45 declare they rely on their inheritance to finance their retirement planning. These are the conclusions of the charity Elizabeth Finn Care, which specialises in assisting professional people in need of financial and [...]
Tags: AIB Bank, Basic State Pension, Best UK ISA Funds, Fund Portfolio, Inheritance Planning, Mortgage Deposit, Office of Fair Trading, Pension Quality Mark, Personal Pension, Retirement Planning, State Pension
Posted in Pensions News | No Comments »
Monday, December 14th, 2009

Your annuity income in retirement may now be decided by where you live. Four of the nation’s largest insurers are using locational information to predict the probable longevity of customers seeking a pension annuity.
Tags: AIB Bank, Annuities, Aviva, Best Maxi ISA, Canada Life, Inheritance Planning, Legal & General, Loan Insurance, Maximum Pension Contribution, Northern Ireland IVA, Pension Annuity, Pensions, Prudential, Retirement Income, Second Home In Spain, Unit Trust, Watson Wyatt, Whole of Market Mortgage Advice, Women's Pension
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Friday, December 11th, 2009
A land dispute now in progress between the Blackfoot Tribe in Montana and the US Government shows yet again how making a will is an essential part of financial planning.
Much of the land held by native Americans (formerly known as American Indians) is held in group ownership, a legacy of the days when John Wayne conquered the great plains, and native Americans were not permitted to write a will.
Tags: Enterprise Investment Schemes, Financial Planning, Fund Portfolio, Inheritance and Tax Planning, Inheritance Planning, Quantitative Easing, Recession, Remortgages, Repossessed Spanish Property, Wills, Writing a Will
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Wednesday, December 9th, 2009
New figures from Aviva reveal why Inheritance Tax (IHT) is one of the most important sources of revenues for the UK taxman. There are currently £2.5 trillion in assets earmarked by parents as inheritances for their children and relatives, the insurer announced this week. This staggering sum is held by two-thirds of over-55s covered by [...]
Tags: Aviva, Best Maxi ISA, Enterprise Investment Schemes, Financial Planning, First Time Buyer Mortgage, First Time Buyer Mortgages, FSA, Fund Portfolio, future energy supply, IHT, IHT Planning, Inheritance Advice, Inheritance and Tax Planning, Inheritance Planning, Inheritance Tax, Insurance Claims, Life Insurance In Trust, Remortgages, Repossessed Spanish Property
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