Resources

Worldwide Financial Planning here to help you!

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. 

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Posted

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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Posted

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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Posted

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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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.

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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.

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