Annual Pension Allowance by Rebecca Colley

Posted on April 28, 2016 No Comments

One area of the new rules the Government introduced in the Budget was that of restricting pension contributions for higher earners.  The publicity regarding this; from the Government, providers and the media is somewhat limited to the technical areas and less so about how it will actually affect individuals. To clarify what this new rule […]

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The Lifetime ISA by Darren Goodall

Posted on April 14, 2016 No Comments

There was a great deal of commentary about the changes which may occur in the Chancellor’s recent budget, but one introduction which caught many by surprise was the introduction of the new Lifetime ISA. We have picked the brains of IFP’s Senior Financial Planner, Darren Goodall, to tell us his thoughts and to explain how this could […]

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April Stock Market Commentary

Posted on April 11, 2016 No Comments

Introduction Another month, another dire warning from the economic great and good. In March it was the International Monetary Fund’s turn to warn that the world faces ‘economic derailment.’ As always, the blame was laid firmly at the door of the Chinese economic slowdown, with IMF second-in-command, David Lipton, warning that steps needed taking to […]

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Retirement plans on hold for many over 50’s

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A third of people aged over 50 who are employed in the private sector are now planning to retire later than they previously hoped, Aviva’s latest Working Lives report reveals. The 2016 report – which comprises research among UK private sector employers and employees – has a particular focus on employees aged over 50, following […]

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How long before pension tax relief fills the ‘Black Hole’?

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Before the March 2016 Budget there had been much speculation that the Chancellor was planning big changes to the tax relief on pensions. However, just before the Budget, the Treasury scotched rumours of such changes and subsequently there were no changes to pension savings tax relief in the forecast Budget. But then came the ‘Black […]

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Diversification – What does it mean?

Posted on March 24, 2016 No Comments

If you’re new to the investment world, or even if you’re not, it’s likely that you’ve heard the term ‘diversification’ used in relation to your investments. However, you’re certainly not alone if you don’t have a clear idea of what the word actually means for your investments. Read on, and learn everything you ever wanted […]

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Mid-Life Financial Planning by Gregg Crawford

Posted on March 16, 2016 No Comments

What exactly is the ‘right age’ to consider financial planning? ifp‘s Senior Financial Planner, Gregg Crawford, thinks financial planning in your forties is crucial and this is why… Mid-Life Financial Planning As financial planners we often first meet a client when they feel that they have reached a life event and at that point want […]

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Meet our new recruit, Georgina Stocker!

Posted on March 10, 2016 No Comments

We are growing! The team are delighted to introduce our latest recruit, Georgina Stocker. Georgina joined us on 29th February (our first ‘leap year recruit’!) as a graduate trainee paraplanner and as always, we have quizzed her! Take a look for more information about Georgina and her career aspirations! Tell us about yourself My name is […]

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CML urges restraint on Stamp Duty proposals

Posted on March 2, 2016 No Comments

Responding to the HM Treasury consultation on the 3% surcharge on Stamp Duty Land Tax (SDLT) proposals for second properties, the Council of Mortgage Lenders (CML) urges reform of the implementation plans to mitigate potentially negative impacts on the housing market as a whole. The CML view is that even without the new surcharge, the […]

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The tapered annual allowance from April 2016

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Think back to the Chancellor’s budget proposals in July last year, and you may remember an announcement about changes to the annual pension allowance. Well, that change is set to come into effect at the start of the new tax year on 6th April 2016. It therefore seems like a good idea for a bit […]

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