Tag: investment

Brains versus brawn; is a university education worth the investment?

29th Aug 2017

Brains versus brawn; is a university education worth the investment?

Tags: Chichester-based IFA, disposable income, equity release, financial advice, financial services, household, IFA, income, investment, later-life, local IFA, MarchwoodIFA, retired, retirees, rich and poor gap, savings, university education

ISA allowance for this tax year FY16 runs out soon

7th Mar 2017

By Richard Smith

ISA allowance for tax year 2016 runs out soon

Posted in Investments, ISA

Tags: Cash ISA, current tax year, expert, fy16, FY16/17, IFA, inheritance tax, investment, ISA allowance, savings, Stocks and Shares ISA

Time is money and the money is yours

21st Jun 2016

By Hamish Gairns

Time is money and the money is yours

Posted in Investments

Tags: cohabiting, investment, ISA, lifetime mortgage, money, mortgage, pension, retiree, saving, savings, stamp duty

ISAs That Offer Inheritance Tax Exemption

9th May 2014

By Richard Smith

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…

Posted in Financial Planning, Investments

Tags: AIM, alternative investment market, financial planning, IHT, inheritance tax, investment, ISA, tax-free

2014 – Time to get your finances into shape

14th Jan 2014

By James Mayne

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…

Posted in Financial Planning, Investments, Mortgages, Pensions, Protection Insurance

Tags: buy to let, downsizing, financial planning, First TIme Buyer, Income Protection, independent financial advice, interest rate, investment, life assurance, mortgage, pension, protection insurance, savings