Tag: financial planning

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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Joe Sanders – IFP’s New Financial Adviser!

Posted on November 3, 2014 No Comments

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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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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Inheritance Tax – Are you liable?

Posted on September 9, 2014 No Comments

   Inheritance Tax – Are you liable and what causes this? Here at IFP we often upload information and write material in relation to the complex matters of Inheritance Tax. Our very own Chartered Financial Planner, John Copsey, recently wrote a quick and easy to understand article summarising IHT which you can find here. Our clients often […]

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Relationships – Should you talk about your money?

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It’s good to talk. But talking about money can be difficult, particularly as doing so has traditionally been taboo in this country. Despite many of us getting better at talking about other personal issues like relationships or our health, we still find money a tricky topic. In fact, research shows that only one in five […]

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August Markets – Commentary

Posted on August 12, 2014 No Comments

Where to start this month? Until July 16th it was an easy decision: the happy, smiling face of German Chancellor Angela Merkel as her boys lifted the World Cup with a 1-0 win over Argentina. A booming stock market, huge trade surplus – and a trophy from Sepp Blatter. What more could a country want? […]

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Inheritance Tax by IFP’s John Copsey

Posted on August 6, 2014 No Comments

IFP are delighted to bring you a brand new feature! Each month, we will ask the public to name a topic they would like one member from the IFP team to write about. Topics can range from Auto Enrolment to Long Term Care to Inheritance Tax Planning. Each article will be a bespoke piece of […]

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Work Experience – What do the students think of IFP?

Posted on July 25, 2014 2 Comments

IFP pride ourselves on the education and training we provide for individuals. We offer graduate trainee schemes and also take on work experience students who would like to gain insight into the world of work. In most cases, our expectations are exceeded! We have seen determination in school students and an attitude to work which is […]

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Flexible Pensions – Will you be spending them all at once?

Posted on July 23, 2014 No Comments

Much has been written about the new dawn of pensions flexibility ushered in by the Chancellor in his last budget. Amidst the thunderous applause and cries of ‘long overdue!’ from most pension holders there were, however, stern noises from certain quarters – Labour’s Ed Balls among them – that the overwhelming temptation for many would […]

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