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

BURNHAM’S PLANS LEAVE BOND INVESTORS UNMOVED AS FRENCH POLITICS PROVE A BIGGER CONCERN

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

US Treasury yields have continued to climb as strong growth supports expectations of rate hikes from the Federal Reserve. However, the greater concern for bond markets is France as the National Assembly appears unable and unwilling to address the relentless rise in government borrowing.

Posted

Inheritance tax – the basics

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

Trusts, gifts, insurance, pensions, seven-year rules, allowances and reliefs all get thrown onto the table. Before long, you have a financial version of a deep kitchen cupboard - everything is technically in there but finding what you need is another matter.

Posted

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.

Please log in to view this resource

Posted

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.

Please log in to view this resource

Posted

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.

Please log in to view this resource

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.

Please log in to view this resource

Want to read more?

To read more please click here.

Client Login