Category Archives: Tax Efficient Savings

Market Numbers & News 25th April 2014

Market Numbers & News 25th April 2014 MARKET NUMBERS .. The FTSE 100 closed at 6685.69 +60.44 points +0.91% on previous weeks close 6625.25 +259.27 points +4.03% against a year ago at 6426.42 .. “In House”, we regard the FTSE 100 index as being … Continue reading

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Market Numbers & News 18th April 2014

Market Numbers & News 18th April 2014 MARKET NUMBERS .. The FTSE 100 closed at 6625.25 +63.55 points +0.97% on previous weeks close 6561.70 +381.58 points +6.11% against a year ago at 6243.67 .. “In House”, we regard the FTSE 100 index as being … Continue reading

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Long Term Care Funding Provision: the story so far….

In this article, Neil A Sewell, Chartered Financial Planner, looks at the latest developments and government proposals for the future funding of long term care costs. It will be of interest to those approaching or already in retirement but it … Continue reading

Posted in Care Fees, Chartered Financial Planner, Estate Financial Planning, Financial Planning, Independent Financial Advice, Investments, Lifestyle, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , ,

Tax Time for Isle of Man Assets

Britons hiding money in the Isle of Man now have three years to “own up” of face penalties of up to 200 per cent of unpaid tax – the latest move to clamp down of tax evaders. The British Government … Continue reading

Posted in Chartered Financial Planner, Independent Financial Advice, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , ,

Tax Treatment of Exchange Traded Funds

The following is provided for information and interest purposes only and is not held out to be any form of advice. Taxation Law and its interpretation is subject to change and therefore the tax treatment of investments and the strategies … Continue reading

Posted in Chartered Financial Planner, Financial Planning, Independent Financial Advice, Investments, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , ,

Independent Financial Planners and Investment Advisers

We have no doubt that you want to deal with a Chartered Financial Planner that operates with honesty and integrity, and a firm that is focused on your  needs and wants, acts with impartiality and provides you with unbiased advice. Welcome … Continue reading

Posted in Business Financial Planning, Care Fees, Chartered Financial Planner, Divorce, Equity Release, Estate Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, Inheritance Tax, Investments, Life Assurance, Mortgages, News, Pensions, Press, Retirement, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , ,

A game with two halves? Don’t forget your ISA allowance!!

A game with two halves? No – Not football. With all the news about global debt and the “Greek Problem” it is little wonder that some people are feeling “all financed out”. However, it is important at this time to … Continue reading

Posted in Chartered Financial Planner, Estate Financial Planning, Financial Planning, Financial Services, Independent Financial Advice, Investments, Pensions, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , , ,

Tax and Debt: The Odd Couple? But – Is it the same for little and large?

Tax and Debt. A number of news items are worth noting this week – above the general “noise” that pervades at the moment. There is a reported resurgence of speculative debt – Payments in Kind Notes or PIKs as they … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Financial Services, Independent Financial Advice, Mortgages, News, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , ,

The Elderly still face the highest rate of inflation

Inflation fell this week, but not so much for the Elderly. The latest figures from the Alliance Trust Economic Research Centre (14th February 2012) show that despite a sharp decline in household inflation rates in January, Elderly households continue to have … Continue reading

Posted in Care Fees, Chartered Financial Planner, Divorce, Estate Financial Planning, Financial Planning, Independent Financial Advice, Investments, News, Pensions, Retirement, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , | Leave a comment

The Tax Self Assessment Deadline looms – 31st January 2012

The Tax Return deadline is upon us!! Many people will no doubt have analysed all their relevant financial affairs and completed and submitted their tax return already – or got their accountant agent or adviser to do this for them! … Continue reading

Posted in A Gold Standard, Business Financial Planning, Chartered Financial Planner, Estate Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, Inheritance Tax, Investments, Pensions, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Independent Financial Advice – enabling informed decisions.

Welcome to our IFAmoney website: brought to you by SewellBrydenGunn, Independent Financial Advice enabling informed decisions. You can contact us on: 01276 471083. Or you can email us on cedar@s-cm.com   We offer Independent Financial Advice, Investment Design Implementation & Regular Review and Lifestyle Financial … Continue reading

Posted in A Gold Standard, Care Fees, Chartered Financial Planner, Equity Release, Estate Financial Planning, Finance, Financial Planning, Independent Financial Advice, Inheritance Tax, Investments, Life Assurance, Mortgages, Pensions, Retirement, Tax Efficient Savings | Tagged , , , , | Leave a comment