Tag Archives: economy

A Week’s View to Friday 31st January 2014

A Week’s View to Friday 31st Jan 2014  

Posted in Camberley Care Fees Funding Advice Services, Care Fees, Care Plan, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Immediate Care Fees Funding Advice, Independent Financial Advice, Later Life Adviser, Long Term Care Fees Planning and Funding Advice, Market Numbers, Markets, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Chancellor’s Autumn Statement 5th December 2013 – Summary of Key Points

The Chancellor has delivered his Autumn Statement today. We have compiled a quick draft summary for your convenience. To read our summary please click on this link

Posted in Autumn Statement, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Independent Financial Advice | 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 , , , , , , , , , , , , , , , , , , ,

Economic Outlooking Good?…

The influential Ernst & Young ITEM Club, which uses the HM Treasury model of the UK economy when compiling its economic forecasting has published its latest forecast report. In its Autumn forecast, the ITEM Club says the outlook for the high street … Continue reading

Posted in Business Financial Planning, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Finance, Financial Planning, Financial Services, Independent Financial Advice, Investments, News | 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 , , , , , , , , , , ,

Systemically Significant in the US and the EuroUK aagh! moment..

The US Government is currently reaching it’s conclusions over which large non bank institutions tick all or most of the boxes necessary to be viewed as Systemically Important Financial Institutions or “SIFIS” and are therefore “Too Big To Fail”. Naturally, … Continue reading

Posted in Business Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, News | Tagged , , , , , , , , , , , ,

Emphasising the need for financial advice: Long Term Care – the Dilnot Report and the white paper which followed – white paper or white elephant?

There has been very little clarity or certainty over funding in the social care white paper. What does this mean for financial services and its ability to support the gaping funding hole? In response to The Dilnot Report, July 2011, … Continue reading

Posted in Business Financial Planning, Care Fees, Chartered Financial Planner, Divorce, Equity Release, Estate Financial Planning, Financial Planning, Independent Financial Advice, Inheritance Tax, Investments, News | Tagged , , , , , , , , , , , , , ,

Traders suspended in Libor probe – how does this affect you?

The swiss bank UBS has suspended some of its most senior traders – according to an article in today’s Financial Times. Internationally, regulators (North America, Europe and Japan) are probing into the possibility of collusion and manipulation by US and … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Finance, Financial Planning, Financial Services, Independent Financial Advice, Investments, News, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Tax Reform should be high on the Government’s agenda, to support long-term growth

The Latest Green Budget from the Institute of Fiscal Studies suggests that the case for a significant short-term fiscal stimulus to boost the economy is stronger than it was a year ago. The IFS Green Budget suggests that even relative … Continue reading

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