Tag Archives: frimley

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

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

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

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

Work Pensions: Automatic enrolment: who do you enrol? Update from The Pensions Regulator

The Pensions Regulator has provided a further update which provides the latest information about the way pensions for employers and employees will be affected by changes in pensions legislation later this year. Who must be automatically enrolled into a pension … Continue reading

Posted in Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Pensions, 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

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