Category: Financial Planning

The Chancellor of the Exchequer, George Osborne, has just announced his latest Budget. Here at Marchwood, we’ve put together a short report for you so you don’t have to wade through pages and pages of…

What is my ISA allowance? ISAs – or Individual Savings Accounts to give them their full name – are a tax-efficient way of holding cash, shares, bonds and collective investments such as unit funds. The…

As the end of the tax year approaches and the new pension rules come into effect in April, here at Marchwood IFA we have identified 7 reasons why you might want to consider making the…

1. Minimise inheritance tax This is potentially the biggest advantage, as, depending on your circumstances when you die, writing your life insurance policy in trust may save your beneficiaries up to 40% of the policy…

Rightmove, Britain’s biggest property website, has forecast that prices will increase by 30% over the next five years to an average of £318,000 in England and Wales and more than £715,000 in London. It will…

We all know that we need to save for tomorrow, but it’s difficult to do something about it today. Understandably, financial planning is something we tend to ignore or put off, until something serious happens…

Is this you? Your house is worth more than £325,000 Your children will have to pay 40% inheritance tax (IHT) on a significant amount of your estate when you die This includes the ISA investments…

As the end of this tax year – 5th April 2014 – draws ever closer, have you made the most of your tax allowances? Recent research by industry experts, unbiased.co.uk, has revealed that a quite…

The New Year often brings resolutions that last for a while and then somehow get overtaken by events; that annual diet, the idea that a ‘dry January’ would be good, the promise to never play…

Thank you We wish all our clients and contacts a very Happy Christmas and look forward to being of service to you in the New Year. Thank you for entrusting Marchwood IFA with your –…