Much comment has been generated around the higher taxes that will be paid by many people, due to Alistair Darling’s...
Informed Choice chief executive Nick Bamford shares his thoughts on the business being named IFA of the Year 2010 and always remembering to pack your trousers for a black tie event.
Inconveniently, the tax year end this year coincides with both a weekend and Bank Holidays (Good Friday and Easter Monday). This means that anyone leaving their 2009/10 ISA contributions to the last minute need to be aware of what that last minute actually is!
Even as we start to leave economic recession, many employers are continuing to downsize their workforces, and are often targeting those employees who are the most expensive by offering a ‘package’ of redundancy and retirement options.
What do you expect from your financial adviser? It is very easy for us as a firm of Chartered Financial Planners to assume that we know the answer.
We are often asked by clients if they should ‘top-up’ their National Insurance contributions in order to get a better State pension when they retire.
Hargreaves Lansdown, the Bristol-based provider of a SIPP and Collective Investment Platform including ISAs, has started to promote Insight; an information and guidance service enabling consumers to effectively act as their own advisers and prepare themselves for the use of the HL Vantage platform.
The usual approach to the delivery of impartial independent advice is to provide what we refer to as “focused advice” A client may have an identifiable and pressing need or want.
All financial transactions have advantages and disadvantages. Never buy a financial product unless you have had the disadvantages clearly explained.
Should you ever take retirement benefits early from your pension plans and in particular take the much loved tax free cash lump sum?
Get in touch
- Informed Choice
- Sundial House, 20 High Street, Cranleigh, GU6 8AE
- 01483 274566