Articles in "Financial Planning"

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Is orange the new green? For investors, not yet

17.07.2023
Andrew Spaxman
Financial Planning
4 min read

High-profile protests by Just Stop Oil activists are making the headlines – but are they influencing investors, asks Andrew Spaxman of Lovewell Blake Financial Planning.

Richard Ince

Annuities offering attractive returns for retirees

10.07.2023
Richard Ince
Financial Planning
2 min read

Soaring rates are bringing annuities back into fashion, says Richard Ince of Lovewell Blake Financial Planning.

Matt Harrington

Changes to the Lifetime Allowance

21.06.2023
Matthew Harrington
Financial Planning, Tax
3 min read

The 2023 Spring Budget introduced a number of key changes to pension legislation, and in particular changes to the Lifetime Allowance.

Matt Harrington

Income Protection

22.05.2023
Matthew Harrington
Financial Planning
2 min read

With the rising cost of living, protecting your income has become increasingly important. So, what would you do if you were unable to work due to a long-term illness or injury and your income dropped, or worse, stopped?

David Haughton

Inheritance trust funds – make sure you do it for the right reason

10.05.2023
David Haughton
Financial Planning
3 min read

When we hear the phrase ‘Trust Fund’, many of us think of the kind of vehicle which enables children of the mega-rich enjoy lives of luxury. But in fact, trusts can be a hugely useful way of organising your assets and ensuring that your wishes are carried out – in a tax-efficient way – after your death.

Chris Egmore

Business in East Anglia

04.04.2023
Christopher Egmore
Financial Planning
4 min read

The pensions measures in the recent Budget is good news for high earners, but there are still some uncertainties.

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Capital Gains Tax changes – A summary

27.03.2023
Financial Planning, Tax
2 min read

In the Chancellor’s Autumn Statement on 17 November 2022, he announced that Capital Gains Tax (CGT) allowances will be reduced from April 2023 and then further reduced from April 2024.

Richard Ince

Understanding Inheritance Tax

24.02.2023
Richard Ince
Financial Planning, Tax
2 min read

As part of the Autumn Statement 2022, the government is freezing Inheritance Tax (IHT) thresholds for an extra 2 years, until April 2028. This means that you could risk losing up to 40% of your estate.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

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