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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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Posted

The boring budget good bits

By Worldwide Financial Planning

Categories Pension

Last week's budget didn't reveal any real surprises as much of it was leaked. In this week's column, Peter McGahan looks at the good bits such as the lifetime allowance being scrapped, the extension of free childcare, the increase in funding for nurseries and more.

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Posted

‘STRENGTH OF THE JOBS MARKET IS ONE OF THE KEY DRIVERS OF CENTRAL BANK RATE DECISIONS’

By Worldwide Financial Planning

Categories Investment

This week, markets have been focused on jobs. In the UK, privately compiled jobs data has been positive, but we have to wait until Monday for the official government statistics. US jobs data from the private sector has been a bit mixed but overall shows the labour market over there remains quite strong.

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Posted

The brutality of tax on your investments

By Worldwide Financial Planning

Categories Investment

The UK has around 2.7million stocks and shares ISA holders enjoying the tax free roll up mentioned in this column. If you aren’t one of them, you should be, if you can be.

If one of the 1,800 ISA millionaires above, decided to take an income from the ISA at just 3 per cent, that is a tax-free income of £37,000.

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Posted

BOND MARKETS CONTINUE TO ADJUST THEIR EXPECTATIONS FOR INTEREST RATES

By Worldwide Financial Planning

Categories Investment

Through late 2022 and early 2023, bond investors, particularly in government bonds markets, have been at odds with central bank messaging. The US, European and UK central banks have repeatedly given three messages.

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Posted

Watch for the April 5th investment tax change

By Worldwide Financial Planning

Categories Financial Planning

Given that you are allowed to invest up to £20,000 per person per year, this tax break is one you just cannot afford to miss, particularly because of the following changes. Watch for the April 5th investment tax change.

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