Achievements for the IFP Team!

Posted on November 10, 2014 No Comments

As IFP’s new business year has commenced, we thought a little recap was in order to remember the successful 12 months IFP have had. Professional Adviser named us as the ‘North East Adviser Firm of the Year’, we were revealed in the New Model Adviser Top 100 Advisory Firms in the UK and in October […]

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John Copsey – Shareholder Announcement!

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We are pleased to announce that John Copsey, Senior Financial Planner at IFP, has recently become a shareholder! John, a Chartered Financial Planner with over 20 years’ experience in the financial services industry, has worked hard to enhance the company’s reputation and this opportunity is the result of his commitment to IFP and his credible […]

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Tax Free Savings – NISA vs Pension

Posted on November 5, 2014 No Comments

Many of our clients will be aware of the tax free savings advantages that can come from using an ISA or a pension to save for your future. If you are not currently a client however, or are unfamiliar with the tax benefits available, then it is worth briefly recapping just what you could be […]

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November Market Commentary

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In all the time we’ve been writing these market commentaries it’s difficult to remember a more turbulent month than October 2014. Throughout the summer we have been writing about events in the Ukraine and the worries that conflict posed for Europe. Fortunately we now have a ceasefire in the region – and Russia and the […]

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Additional UK Pension Reforms – October 2014

Posted on November 3, 2014 No Comments

The government has published the Taxation of Pensions Bill, which will change the tax rules to allow individuals aged 55 and above to access their defined contribution pension as they wish from April next year. As part of this bill, the government is proposing to change the rules on taking pensions as a lump sum […]

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Joe Sanders – IFP’s New Financial Adviser!

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Informed Financial Planning are very pleased to announce Joe Sanders from their graduate trainee programme, has been promoted to financial adviser and is now authorised by the Financial Conduct Authority to provide financial advice on the full spectrum of financial planning needs. Joe has been a Research Analyst since he started working for IFP in […]

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October 2014 Markets – IFP’s Economy Commentary

Posted on October 27, 2014 No Comments

Throughout the summer this bulletin has been focused on events in the Ukraine, now we have an admittedly uneasy truce in the region and the focus of the world’s discontent has moved elsewhere. At time of writing, pro-democracy protesters are occupying the streets of Hong Kong and a coalition of 40 countries is in the […]

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Important pension notice: 55% ‘death tax’ abolished

Posted on October 10, 2014 No Comments

Ahead of the major pension changes already announced for April 2015, the Chancellor, George Osborne, this week announced another shift in pension policy that could have a big impact on many savers and their financial planning requirements. Speaking at the Conservative Party’s Annual Conference, Mr Osborne announced the abolition of a so-called death tax, which […]

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New Intestacy Rules by John Copsey

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New intestacy rules – Who gets what when you die without a valid Will? Death benefits were very much in the news last week after George Osborne’s removal of the 55% tax on Pension Funds. This was closely followed by changes in the intestacy laws in England & Wales effective from 1st October.  While this […]

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Tax Efficient Investment Vehicles – IFP’s Top 5

Posted on September 24, 2014 No Comments

As part of our monthly feature, IFP ask the public to name a topic of their choice that one member of our team will write about. Last month, IFP were asked about the complex matter of Inheritance Tax and IFP’s Chartered Financial Planner, John Copsey, wrote a bespoke piece of material which you can find […]

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