Articles tagged "investment bonds"
Student Debt
Tuesday, May 29th, 2012
Will our students face a Greek tragedy of debt? With the problems in Greece becoming a daily feature in the news, it seemed the right time to have a look at a debt problem-in-waiting which is even closer to home. Maybe even sitting at home right next to you now. If you have a soon-to-be [...]
Tags: independent financial advice, investment bonds, savings, student debt
Posted in Debt, Get it right, Really Useful Money Stuff, Weekly Articles | No Comments »
Time To Die, Mr Investment Bond?
Friday, October 21st, 2011
Time to die, Mr Bond? It will soon be Christmas and the inevitable James Bond film will be on the TV. We’ve noticed some similarities between these action films and the financial services industry. Both feature sharks and incomprehensible acronyms: in the world of OO7 films, SMERSH and SPECTRE, and in the world of financial [...]
Tags: investing, investment bonds, investments, ISAs
Posted in Financial News, Get it right, Investment, Investment, Weekly Articles | No Comments »
Financial News Round Up for the 7th October 2011
Friday, October 7th, 2011
Week ending 7th October 2011 It’s been another week dominated by the financial markets’ volatility. The FTSE100 dropped below the 5,000 floor and then rallied again following news from Europe. Nerves are still on edge about Greece and a possible default, and here at home in the UK, the Bank of England announced further Quantitative [...]
Tags: Bank of England, house prices, housing market, inflation, investment bonds, quantitative easing
Posted in Financial News, News, Recession and the UK Economy | No Comments »
Long Term Care – Estates Don’t Have To Be Liable
Monday, August 1st, 2011
Without question, long term care is one of the biggest threats to the passing down of capital to our children. Unlike Inheritance tax, which is applied as a tax at 40% on transfers over £325,000, your personal estate can be liable for every penny over and above £23,500. It is also a tax on the [...]
Tags: Inheritance tax, investment bonds, long term care, long term care costs
Posted in Get it right, Inheritance Tax, Inheritance Tax, Long term Care, Long Term Care, Weekly Articles | No Comments »
Advice About Investment Bonds
Monday, April 18th, 2011
We are reviewing the advice given in relation to investment bonds If you invest in an investment bond it gives you access to the best funds such as Fidelity special situations and it’s cheaper to invest that way. This way you can access all the best funds in one place. Worldwide’s view: Score: 0 out [...]
Tags: investment bonds, investments
Posted in Get it right, Investment | No Comments »
Investment Bonds
Friday, April 1st, 2011
7 things you don’t know about investment bonds but should. They are perhaps the most sold investment in the market yet many investors seem to be unaware of the potential traps included within investment bonds. So, here are the seven key things you didn’t know about investment bonds, but never even knew to ask when [...]
Tags: Independent Financial Advisers, Investment advice, investment bonds, investment funds, ISAs, tax, Tax wrapper
Posted in Get it right, Investment, Weekly Articles | No Comments »
An Investment Bond Pays Tax on Capital Gains
Wednesday, July 21st, 2010
We are reviewing the advice given in relation to an investment bond paying tax on capital gains: The Bond pays tax on capital gains and this will tend to reduce the return you can expect as against a unit trust holding. Higher rate taxpayers may have to pay further tax on the profits from Bonds [...]
Tags: capital gains tax, investment bonds, investments
Posted in Get it right, Investment | No Comments »
Investment Bonds or Unit Trusts
Wednesday, July 21st, 2010
We are reviewing the advice given in relation to investment bonds: (In this instance the adviser is extolling the virtues of an investment bond) An Investment Bond is also a collective investment, which gives you access to a range of professionally managed funds enabling your capital to be invested over a spread of assets, thus [...]
Tags: funds, investing, investment bonds, unit trusts
Posted in Get it right, Investment | No Comments »
Investment Bonds
Wednesday, July 21st, 2010
We are reviewing the advice given in relation to investment bonds: I was advised by a financial adviser to choose an investment bond and he mentioned that 103% of my money would be invested. He said it was the cheapest way to invest and it was tax-free income. Our advice on the above: An investment [...]
Tags: investment, investment bonds, ISAs, tax, unit trusts
Posted in Get it right, Investment | No Comments »
Are financial institutions financially sound?
Friday, February 6th, 2009
Reader Writes:
How many financial institutions do you think are financially sound? Do you think they will be able to continue in their current format?
Tags: banks, Financial institutions, guaranteed products, investment bonds, ISAs, structured products, unit trusts
Posted in Investment, Weekly Articles | No Comments »
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