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

Avoiding financial scams

By Worldwide Financial Planning

Categories Business Finance, Long Term Care

Financial loss, victims feel stupid, and often hide their mistakes.

Posted

RECOVERY HELPS TO SHIELD GOVERNMENT FROM CUMMINGS’ ALLEGATION

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

While Dominic Cummings might not be the most reliable witness, his account of poor planning and decision making is certainly believable.

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Posted

Inheritance Tax ISAs

By Worldwide Financial Planning

Categories Inheritance Tax, Investment

Inheritance Tax is charged at 40% on estates in excess of £325,000. There are many and varied methods of mitigating such a tax.

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Posted

Investment bond or collectives

By Worldwide Financial Planning

Categories Financial Planning, Investment, Long Term Care

A bond is often sold as a 5% per year tax free income, but it isn’t tax free. Its 5% per year over twenty years, which of course, is simply the return of your capital.

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Posted

INFLATION UNDER SCRUTINY AS THE END OF LOCKDOWN CAUSES PRICES TO RISE SHARPLY

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Market reaction to the doubling of CPI in April was more muted than the reaction to the US last week.

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