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.  

To get full access and be able to view all of the resources we ask you to please Click Here and register once – we will email you your log on details once this is complete.

Registering your details means you will be able to log on any time and view the resources that are relevant to you and your needs.  We do not make this information available to anyone that comes on the site and want to share this with clients who are already working with WWFP and people that value the knowledge that we have created.  We do not share your details with any third parties and will only contact you on occasions with what we feel is relevant information. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

When a temporary inheritance tax problem needs temporary insurance

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

Inheritance tax planning is one area where life assurance can do something very useful: it can create cash exactly when a family may have a tax bill and very little appetite for selling a house, business or investment at the wrong time – a firesale.

Posted

CONCERNS ABOUT PERSISTENT INFLATION PUSH GOVERNMENT BOND YIELDS HIGHER

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Central banks have been talking tough on inflation, and bond markets see rate hikes coming from the Fed, Bank of England and ECB. Inflation is also rising in Japan as its central bank considers more aggressive hikes.

Posted

CANADA-US SPAT GENERATES HEAT BUT SLOW BURN IN THE MIDDLE EAST IS MORE CONCERNING

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Badtempered accusations have been exchanged and reciprocal tariffs of up to 50% have now been imposed on a range of goods. Yet the economic effect is limited as the new tariffs cover only a fraction of the volume of trade across the US-Canadian border.

Please log in to view this resource

Posted

Passives, hammers and soup

By Worldwide Financial Planning

Categories Financial Planning, Investment

In my final column on passive funds it may be worth reminding readers that for the last 25 years my aim has always to be the financial canary in the mine.

Please log in to view this resource

Posted

BONDS SELL OFF WHILE FUND MANAGERS KEEP FAITH IN EQUITIES

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

The White House announced what it called the most crushing economic campaign ever waged on Iran and threatened to bomb Oman, the mediator, while Tehran promised to go fully offensive. Oil rose a fourth week, the energy price cap pushed British inflation to 2.9%, and governments kept borrowing into
the storm, with America’s debt passing $40tn.

Please log in to view this resource

Posted

Regulation, defaults and consumer outcomes

By Worldwide Financial Planning

Categories Financial Planning, Investment

Regulation changes behaviour. It changes what providers build, what advisers fear, what compliance departments approve and what pension schemes choose for people who will never read the fund factsheet.

Please log in to view this resource

Want to read more?

To read more please click here.

Client Login