Writing a Will | 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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Inheritance Tax Planning – most UK adults have no Will

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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Parents fail to act on need for life assurance and financial planning

Tuesday, February 9th, 2010

Parents in Ireland urgently need to review their family financial planning, especially with regard to life insurance cover to protect their family and their lifestyle, according to a new report from Aviva. In Ireland, 59% of adults and 42% of parents have no life assurance cover whatsoever, and 80% of adults ‘do not worry’ about the [...]

Tags: Aviva, Best Maxi ISA, Enterprise Investment Schemes, Financial Planning, Inheritance Tax Liability, Life Insurance, Mortgage Application, Personal Insurance, Recession, Retirement Income, Writing a Will
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Need for mortgage advice and pensions advice highlighted

Tuesday, December 22nd, 2009

Need for Mortgage Advice & Pension Advice

Consumers feel confused and daunted by the prospect of comparing products, when shopping around for mortgages and personal pensions, according to a new survey published this week by the retail industry watchdog Consumer Choice.

Tags: Consumer Choice, Friends of the Earth, Independent Financial Advice, Independent Mortgage Advice, Investment Bond, Investment Funds, Investment Strategy, MetLife, Mortgage Advice, Mortgage Deals, Mortgage Insurance, Mortgage Rates, Mortgages, Pensions and Retirement, Personal Pensions, Private Pensions, Repossessed Spanish Property, Stockholm Environment Institute, Writing a Will
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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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