Posted

WILLING VICTIM

By Nicole Martin

Categories Financial Planning

IT’S difficult enough keeping any eye on your money while you’re living, but now it seems as though that will extend far into the afterlife! The news that the Court of Appeal has overturned the specific requests inscribed in a will so that a daughter can inherit some of her mother’s estate has led to

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KEEPING PROMISES

By Darren McKeever

Categories Inheritance Tax, Pension

The Tories continue to promise that “we are in this together” sharing the highs and the lows of the recovering recession. There are those who will have been sceptical from the start that our “lords and masters” were going through the same austere hardship that was being inflicted on the masses.

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FAMILY FORTUNES

By Matt Higham

Categories Inheritance Tax

DON’T BELIEVE ALL YOU HEAR! It’s one of those sayings that’s worth remembering when listening to politicians, especially those with financial power. George Osborne gained deserved respect for his performance as Chancellor of the Exchequer during the Coalition years; his pension’s revolution marked him down as politician of vision, perhaps even a future Prime Minster.

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A BRAVE NEW WORLD

By Peter Meeson

Categories Financial Planning

Don’t expect anyone, even your friendly Independent Financial Adviser (IFA), to come up with all the answers straight away to George Osborne’s first Conservative budget. The ramifications of the chancellor’s many pronouncements will only be fully understood once various detailed supporting documents and consultation papers have been published. That’s not a particular problem as many

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A Guiding Hand

By Worldwide Financial Planning

Categories Mortgage

Why would anyone apply for a mortgage without the help of an Independent Financial Adviser (IFA)? For a start, the IFA will sort out fact from the fiction, letting you know what is feasible with your financial resources and the best lender to approach in your circumstances. Every week, there’s a new media report about

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IN FOR THE LONG HAUL

By Worldwide Financial Planning

Categories Financial Planning

It’s quite astonishing how many newspaper and television stories have a direct bearing on our lives and our plans, especially in the financial world. The fact that those joining the workplace today will not receive their state pension until they are 70, or even later, will surprise nobody.

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