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. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

BLEAK OUTLOOK FROM THE BANK OF ENGLAND INCREASES PROBLEMS FOR NEXT PM

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax, Mortgage, Pension

This week we heard the Bank of England forecast a deep recession, runaway inflation and the standing of living being eroded at an alarming rate. In January the bank was predicting inflation of more than 6% and saying gradual interest rate rises would be able to tame inflation and sidestep a recession. The aim was to end up with neither inflation nor recession but we've ended up with both.

Read Article

Posted

US FED RATE HIKE SEES EQUITIES AND GOVERNMENT BONDS RALLY AS OUTLOOK DETERIORATES

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Two quarters of declining GDP is usually enough to qualify as a recession, but for the US economy to officially qualify needs a ruling by the National Bureau of Economic Research.

Please log in to view this resource

Posted

Reducing your tax bill – not like the ‘stars’

By Worldwide Financial Planning

Categories Financial Planning, Investment, Long Term Care

In 34 years of giving advice, we have seen many ‘fancy’ schemes put in front of society aimed at a ‘fandangled’ approach to mitigating tax.

Please log in to view this resource

Posted

INFLATION TAKES CENTRE STAGE ONCE MORE AS TORY LEADERSHIP RACE ENTERS THE FINAL LEG

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

The main story in markets has been inflation as the European Central Bank increased interest rates for the first time in 11 years and CPI in the UK rose again.

Please log in to view this resource

Posted

The stars that unnecessarily fell through tax advice

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax, Investment, Long Term Care, Monthly Money Savers

A few readers have asked about whether their income and Inheritance Tax planning trusts are the right or wrong side of the Revenue.

Please log in to view this resource

Want to read more?

To read more please click here.

Client Login