Tag: financial planning

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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Retirement Saving – Pension Alternatives

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Faced with a hefty 55 per cent pensions tax bill because of HM Revenue & Customs new lower lifetime pensions allowance, many middle-to-high earners with generous pension arrangements are seriously on the lookout for alternatives to pensions as savings vehicles for retirement. That is quite a few savers potentially hunting around, considering that approximately 360,000 […]

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Insurance for SME’s – A Complicated Arena

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“Small businesses are experts in their particular field but are often not experienced in buying insurance. That is why they need to be able to trust their insurance intermediary to act in their best interests. If there are conflicts of interest that are not identified or properly managed, that trust is put at risk.” (Clive Adamson, […]

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NISA v Pension – Two punishing jabs leading to the knockout punch…

Posted on July 14, 2014 1 Comment

“Out with the old and in with the new” The Chancellor’s March 2014 Budget may well go down as one of the most radically overhauling game-changers since Lloyd George ushered in the state pension in the 1908 Pensions Act (at the time perceived as dangerously radical). It has completely levelled the playing field as far […]

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July Market Commentary

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June was a good month for British and Chinese manufacturing, a disastrous month for General Motors (GM) and sadly, the England team who can now be found on the beaches of the Algarve. At least they escaped the anger directed at South Korea’s players, who were pelted with toffees on their return to Seoul! UK […]

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