Month: October 2018

Budget 2018 – the financial planning highlights

Following various dire predictions about possible reductions in the amount that can be contributed to pensions and an overhaul of the inheritance tax (IHT) and capital gains tax (CGT) regimes, the Budget delivered by Chancellor of the Exchequer Philip Hammond (pictured) on 29 October 2018 turned out to be fairly benign from a financial planning

Introducing…. Financial Planner Ian Drew

What was your first job? My first full-time job was supposedly as an architectural technician for a firm of shop fitters. In reality I never got near a drawing board or set square – I was sent onto the shop floor and spent a year sweeping floors! I did learn a lot from watching several

“Financial planning is the key to investing with real purpose” says Prest as Good Money Week kicks off

Good Money Week, the annual campaign to promote sustainable, responsible and ethical finance, runs from 29 September to 5 October 2018. As it gets underway, with a focus this year on encouraging women to invest, a firm of Chartered Financial Planners is urging values-led investors not to neglect the importance of financial planning. Mike Walker

Protecting your loved ones if you were to fall ill or die

When financial planners talk about “protection” we are referring to a suite of insurance products designed to provide you and/or your loved ones with a financial cushion if you were to become unable to work through ill-health or, in the worst-case scenario, to die. Broadly these fall into three categories: life insurance, critical illness insurance