What is a Relevant Life Policy? Financial planning What is a Relevant Life Policy? A Relevant Life Policy is a tax efficient life assurance product for businesses, recognised and…Diane PhillipsFebruary 1, 2012
Ten New Year’s resolutions for your financial planning Financial planningFor individuals Ten New Year’s resolutions for your financial planning Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be…Diane PhillipsJanuary 23, 2012
Pound cost averaging in building savings Financial planningFor individuals Pound cost averaging in building savings Pound Cost Averaging (PCA) is a term which describes how you can build up a…Diane PhillipsJanuary 20, 2012
Welcome to the team…. Our news Welcome to the team…. In support of the continued increase in corporate and individual clients that we look after,…Diane PhillipsJanuary 20, 2012
Tax tips for 2012 Financial planningFor individuals Tax tips for 2012 Want to ensure you pay less tax, or reclaim what's owed to you? See below…Diane PhillipsJanuary 13, 2012
Findings reveal head-in-the-sand attitude towards pensions Financial planningFor individuals Findings reveal head-in-the-sand attitude towards pensions Despite the recent strikes against cuts in public sector pensions, Aviva reports that most British…Diane PhillipsJanuary 13, 2012
Guaranteed Deposit Investments – too good to be true? Maybe not… Financial planningFor individuals Guaranteed Deposit Investments – too good to be true? Maybe not… Many investors are becomingly increasingly disappointed with the return they are receiving on cash held…Diane PhillipsJanuary 13, 2012
January market commentary Financial planningFor businessesFor individuals January market commentary December saw the death of North Korea’s ‘dear leader’ Kim Jong-il, with command of the…Diane PhillipsJanuary 13, 2012
The Office of Tax Simplification seeks overhaul of IHT and CGT Financial planningFor businessesFor individuals The Office of Tax Simplification seeks overhaul of IHT and CGT Capital gains tax (CGT), inheritance tax (IHT) and entrepreneurs' relief could be radically overhauled as…Diane PhillipsDecember 16, 2011
Which? report highlights risky investment advice Financial planningFor individuals Which? report highlights risky investment advice According to a new Which? report, many high street banks and building societies are giving…Diane PhillipsDecember 14, 2011