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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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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LABOUR CUT TORY LEAD TO FIVE POINTS - OR DO THEY?

By Worldwide Financial Planning

Categories Financial Planning, Investment, Pension

YouGov saw the Tory lead down to five points after the Tories' manifesto was poorly received and the appalling Manchester bombing.

Other polls show a similar trend, if less extreme.

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Sell in May, buy again on St Leger’s day…

By Worldwide Financial Planning

Categories Financial Planning, Investment, Pension

The theory is that you should sell your stocks and shares in May and then repurchase again at the end of the period as brokers aren’t trading and as such stock markets underperform during this time.

This, could of course make sense, as less trading volume would impact the value of your share portfolio/pensions and investments, and of course, if the crowds sold in May, there are more sellers than buyers which would drive prices down, and the reverse becomes true in September.

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BRAZIL RECOVERY STORY IN JEOPARDY

By Worldwide Financial Planning

Categories Investment, Pension

Brazilian President Michel Temer is being threatened with impeachment after recordings surfaced allegedly showing his involvement in corrupt payments to an already jailed former speaker of the parliament.

The MSCI Brazil was up 15% for the year on Tuesday, it is now down 4.5%.

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Posted

Frexit gone, Italexit a real threat to your investments?

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Avoiding a Le Penn victory avoids a referendum on leaving the EU in France and of course the potential for a collapse in both the Euro and EU, given France’s colossal part in the alliance. This could have created a massive stock market alarm and inevitable crash. And so the potential contagion for a knock on domino effect has backfired with both France and the Netherlands remaining upright.

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Posted

THERE’S ONLY ONE PHILIP FOR MAY

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week the UK general election picked up steam, with leaked manifesto's, a hit and run, and a detailed discussion of who puts the bins out being obvious highlights.

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Posted

£6,200,000,000 per year on Inheritance Tax

By Worldwide Financial Planning

Categories Investment, Mortgage, Pension

Currently you are allowed to pass a nil rate band of £325,000 free of IHT to beneficiaries, with the rest being taxed at 40%. If you leave 10% of your estate to charity, this tax is reduced to 36%.

A new additional rate band on top of this was introduced in April called the residence nil rate band (RNRB). In 2017 to 2018 this nil rate band is £100,000 per person, which rises by £25,000 for each year up to a maximum of £175,000 for deaths in 2020/21. After that, it will increase with the consumer price index.

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