Tag Archives: bagshot

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 , , , , , , , , , , , , , , , ,

Enjoy the Conversation on Twitter (@3sbg), Follow us on the Website (3sbg.net) and Like Us on Facebook (facebook.com/3sbg.net)!

Just a quick reminder: You can also “Enjoy the Conversation” by “Following” us on Twitter (www.twitter.com @3sbg) keep up to date by Following us on the Website (http://3sbg.net) and stay informed by “Liking” us on our Facebook page (www.facebook.com/3sbg.net). Yet … Continue reading

Posted in Business Financial Planning, Care Fees, Chartered Financial Planner, Economic Reports and Forecasts, Equity Release, Estate Financial Planning, Financial Planning, Financial Services, Independent Financial Advice, Investments, Lifestyle, Markets, News, Pensions | Tagged , , , , , , , , , , , , , , , , , , ,

Grabbing the Bull by the Horns?

The potential implications of Spain’s bank bailout package appear to have dampened initial market optimism, with investors taking fright after mulling it all over following a more bullish rally earlier. Spanish Government borrowing costs have risen sharply as a result … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Independent Financial Advice, Investments, Pensions, Retirement | Tagged , , , , , , , , , , ,

A Little Sage with my Coffee

As usual after the “early” morning rush, known to many parents as the “School Run”(yes, today it’s my turn!), I stopped off at my local Bagshot Newsagents to get my daily feed – the FT – on my way to the … Continue reading

Posted in Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Press | Tagged , , , , , , , ,

Politics, Markets and GFP – Good Financial Planning

Amid further market turbulence caused by the latest political news, it pays for investors to be investing as part of a more coherent, purpose driven and joined up Financial Planning strategy over the longer term, rather than a short term … Continue reading

Posted in Chartered Financial Planner, Financial Planning, News | 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 , , , , , , , , , , , , , , , , , , , , , , , , , , ,

UK Budget 2012

A fuller review discussion of today’s Budget 2012 will be available for Retained Financial Planning Clients. One or two Key Points:- •HM Government to extend Capital Gains Tax regime to gains on disposal of UK residential property by non resident … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Tax Advice and Administration | 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 , , , , , , , , , , , , , , , , , , , , , , , ,

Pension Protection Deadline Looms!

Don’t forget to check just how much your pension funds are worth – and that INCLUDES your Work Pension schemes.. If you think you are in for a pretty good pension, check how much you should expect to get at … Continue reading

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Taxing times for Business

Chancellor George Osborne is under renewed pressure from the right of the Tory party to cut business taxes and simplify labour laws as we approach Budget time once more. The Treasury itself already states the Government’s intention to “work with … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment