Wills | Independent Financial Advice Service, Pensions and Investment Portfolio Advisers

Inheritance Tax Planning – Shop around before writing a will

Friday, June 18th, 2010

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.

Tags: Enterprise Investment Schemes, Financial Planning, Gareth Flanagan, Inheritance and Tax Planning, Inheritance Tax Advice, Quantitative Easing, Recession, Remortgages, Repossessed Spanish Property, Wills, Writing a Will
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Wealthy investors use independent financial advisers for their financial planning

Monday, December 14th, 2009

Independent Financial Advice

Almost a quarter of wealthy individuals rely on independent financial advisers in their financial planning, rather than on bankers and accountants, a new report has found.

Tags: DWP, Enterprise Investment Schemes, Financial Advice, Financial Planning, Friends of the Earth, Independent Financial Advice, Prudential, Repossessed Spanish Property, Scorpio Partnership, Wealth Management, Wills
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Make a will, or face the wrath of John Wayne

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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Writing a will essential for family and tax reasons

Friday, November 20th, 2009

Twenty-eight million people in the UK currently have no will, according to new data* published this month. Writing a will is crucial to ensure a smooth process of wealth transfer for your family, and efficient inheritance planning can save you thousands in Inheritance Tax (IHT). If you have no will in place, you have made [...]

Tags: Critical Illness Insurance, Efficient Tax Planning, First Time Buyer Mortgages, Fund Portfolio, IHT Planning, Inheritance and Tax Planning, Inheritance Planning, Quantitative Easing, Recession, Remortgages, Repossessed Spanish Property, Wills, Writing a Will
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Where there’s a will – sorting your inheritance planning

Wednesday, July 15th, 2009

As the old saying goes, where there’s a will, there’s a relative – andÂ arguments relating toÂ inheritance canÂ cause conflict and bitterness that can break evenÂ the most close-knit of families. At the very least, an outdated or badly-written will can fail in its primary objective: to ensure a smooth inheritance process. All the more important, therefore, that [...]

Tags: Enterprise Investment Schemes, Financial Planning, Friends of the Earth, FSA, Fund Portfolio, Independent Financial Advice, Inheritance Advice, Inheritance Planning, Quantitative Easing, Recession, Repossessed Spanish Property, Wills, Writing a Will
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Financial planning – The large print giveth, the small print taketh away

Friday, June 12th, 2009

In the labyrinth of financial planning, each step we take can present a hidden pitfall, a devil buried deep down in the detail. Here is our mixed bag of hidden surprises – every nugget of wisdom can contain its own dark secret! We know that making a will is an essential part of our financial [...]

Tags: Enterprise Investment Schemes, Financial Planning, Fund Portfolio, Inheritance and Tax Planning, Inheritance Planning, Inheritance Tax Liability, Life Insurance, Mortgage Adviser, Personal Finance, Quantitative Easing, Recession, Remortgages, Repossessed Spanish Property, Wills, Writing a Will
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