Tag: financial planning

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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Happy New Year – What goals have you made?

Posted on January 4, 2016 No Comments

Happy New Year and welcome to January 2016! The early part of the New Year is a great time for making plans and looking ahead to your goals for the year and, in fact, you’ve probably already done a little bit of this by considering your New Year resolutions. What have you committed to doing […]

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Ten New Year Resolutions for your Finances by IFP

Posted on December 17, 2015 No Comments

Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be one of the most popular: but that’s a little vague – it’s more a wish than a firm commitment to take action. Looking at the January appointments we’ve had with new and existing clients, here are the topics that we’ve […]

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Throwback! What were we doing 1 year ago?

Posted on February 9, 2015 1 Comment

The last 12 months have been full of momentous occasions for IFP and a year we will certainly remember. We celebrated turning 10, had two fabulous events in respect of this, named in the New Model Adviser Top 100 Adviser Firms in the UK and was awarded the Professional Adviser North East Adviser Firm of the […]

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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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