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Financial Planning

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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
March 27, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II) 3>

Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…
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Financial adviser in Nottingham going over financial reports with a calculator
Financial Planning
March 20, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part I) 3>

With April 5th soon approaching, our clients in Nottingham and further afield have been asking us (their financial advisers) about how to take advantage of any potential tax reliefs or allowances. Whilst the markets and…
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An IFA in Newark writes a cheque
Financial Planning
September 6, 2017

Bereavement Benefits 3>

The bereavement support payment has now replaced the previous bereavement payment, bereavement allowance and widowed parent’s allowance benefits. The initial lump sum payable is higher, but the monthly benefit is lower. For those without dependent…
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Another picture of Big Ben overlooking the bridge
Financial Planning
July 25, 2017

Have you money or other assets abroad? 3>

Recently, the government made changes to international tax compliance regulations that created an obligation on ourselves, as your financial adviser, to tell you: that HMRC will soon be getting data on overseas financial accounts and…
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Will-Property
Financial Planning
July 17, 2017

Why you Should Make a Will 3>

When you die, your will leaves clear instructions on what should happen to your money, possessions and property, known collectively as your estate. If you die without a will, this will be decided for you…
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Two children playing near a pond
Financial Planning
June 12, 2017

A 1970’s comeback? 3>

Not everyone will remember the 1970’s. Questionable fashion aside, is persistent higher inflation going to make an unwelcome comeback in the UK? Proposed changes to government fiscal policy along with an easing of austerity, the…
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Residence Nil-Rate Band
Financial Planning
June 2, 2017

What is the Residence Nil-Rate Band? 3>

In April 2017, a new inheritance tax nil-rate band of £100,000 was introduced, this covers the main residence or other qualifying property the deceased lived in when it is passed to descendants. The new residence…
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Planning and Funding for Long-Term Care
Financial Planning
May 18, 2017

Planning and Funding for Long-Term Care 3>

Covering the cost of long-term care for you or a relative can be costly, especially if you have not planned for it. For this reason, it is imperative that you consider and implement a plan…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Financial Planning
March 24, 2017

Is your Family’s Financial Security Protected Should the Worst Happen? 3>

Discussing death or illness is never a subject any of us really want to talk about, but it is an important one and one that should be planned for before it's too late. Income protection…
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Castlegate talk about Brexit and Financial Advice in Lincoln
Financial Planning
February 7, 2017

How Could Brexit Affect your Finances? 3>

Back in June 2016, Britain voted to end its membership of the European Union in a historic referendum that saw 52% of the British public vote to leave the EU. The initial reaction on the…
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