Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

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US FOREIGN POLICY DOMINATES UN ANNUAL GATHERING BUT LITTLE PROGRESS IN EVIDENCE

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week oil traders were once again dancing to Donald Trump’s tune as a potential meeting between the US and Iranian presidents on the sideline of the UN’s annual general meeting raised hopes that a breakthrough was possible. In the end, Trump delivered another confrontational speech and there was no meeting between the rival leaders.

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Immediate inheritance tax saving

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

Suppose you have £1million sitting in deposits and investments which you know you are unlikely to spend (like you do). If it remains in your estate until death and sits above your available exemptions and allowances, some of it could ultimately suffer inheritance tax at 40 per cent.

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CENTRAL BANKS ENTER HIKING CYCLE AS INFLATION CONCERNS COME TO THE FORE

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

The shift in mood across the UK and Europe has been clear, but the US rate decision cleared up any lingering doubt about whether new Fed chair Kevin Warsh shares this priority.

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One gift, several trusts: why Rysaffe planning matters again

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

Inheritance tax planning is one of those subjects where a simple idea can be buried under enough technical language to make you lose the will to live. Rysaffe planning is a decent example, so, bear with me.

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BESSENT ATTEMPTS TO BOSS THE MARKETS WITH MIXED RESULTS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week US Treasury Secretary Scott Bessent warned financial markets not to challenge his authority as he seeks to support the value of the yen and discourage the Bank of Japan from selling its huge stock of US Treasury bonds. “I am the house now,” he declared.

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Pensions and inheritance tax - don’t let the 40% headline do your planning

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax, Pension

So, as ever, the headline is simpler than the reality. And the danger is seeing those dramatic headlines of “40 per cent inheritance tax on pensions” and doing something daft.

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