Articles in "Financial Planning"

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Glossary
Chris Egmore

Investment bonds – a flexible investment vehicle which falls outside capital gains tax

23.10.2024
Christopher Egmore
Financial Planning
3 min read

Chris Egmore of Lovewell Blake Financial Planning says that onshore investment bonds can be a tax-efficient and simple way of investing for the medium- to long-term

Stephen Metcalf Director of Lovewell Blake Finnancial Planning

‘A step in the right direction’ towards monitoring the performance of workplace pensions

16.09.2024
Stephen Metcalf
Financial Planning
2 min read

Stephen Metcalf of Lovewell Blake Financial Planning welcomes a new FCA framework which will assess the performance of workplace defined contribution pension schemes.

Stephen Metcalf Director of Lovewell Blake Finnancial Planning

‘All you need to know about pensions in 20 minutes’: financial planning firm offers free online webinars as part of pension awareness week

04.09.2024
Stephen Metcalf
Financial Planning
2 min read

One-to-one pension review appointments also on offer.

Ricky Banham

The Bank of England has cut the base rate from 5.25% to 5%

02.08.2024
Ricky Banham
Financial Planning, News
2 min read

The Bank of England (BoE) cut interest rates from a 16-year high on Thursday 01 August, after a narrow vote in favour from policymakers divided over whether inflation pressures had eased sufficiently enough.

Andrew Spaxman

Protecting your loved ones

03.07.2024
Andrew Spaxman
Financial Planning
3 min read

When it comes to personal protection, it is not often considered as a necessary expense.

Richard Ince

Vital to realise that inheriting a pension pot can be a taxing experience

24.06.2024
Richard Ince
Financial Planning
3 min read

Many people are ignorant of the potential tax burden those inheriting their pension pot might face – but there is a solution, says Richard Ince of Lovewell Blake Financial Planning.

Stephen Cameron

Could the rise in interest rates force you into completing a self-assessment tax return?

23.05.2024
Stephen Cameron
Financial Planning
2 min read

How could the changes affect you.

Matt Harrington

One simple check which could have a big impact on your pension

29.04.2024
Matthew Harrington
Financial Planning
4 min read

Saving for retirement has never been more important – but checking you will receive the state pension you are entitled to is another vital step, says Matt Harrington of Lovewell Blake Financial Planning.

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