Latest news from Lovewell Blake Financial Planning

Stuart Lawn, Lovewell Blake Financial Planning

What is Inheritance Tax?

01.09.2021
Stuart Lawn
3 min read

Many of us could be caught out by Inheritance Tax (IHT). Contrary to popular belief, you do not need to be mega-rich to owe HMRC a chunk of money when you die. I think most of us would prefer as much as possible to go to our loved ones, rather than HMRC.

Man working, stock image

The additional benefits of EIS and VCT investing

12.07.2021
Sharon Mattheus
4 min read

A growing number of investors are seeking ways to invest tax-efficiently other than through their pensions and Individual Savings Accounts (ISA). The reason being that those investors have fully used their ISA allowances and have significant pension contributions have compounded over the years. Pensions have a tax-efficient lifetime allowance, above which clients question why they should keep adding if they are going to get taxed later at a higher rate!

Stock image of a child

Gifting for children

14.12.2020
The Marketing Team
2 min read

It’s that time of year again when our thoughts come to gifting to our nearest and dearest. When it comes to the children in our lives this often means a new toy, or a new outfit. But what about those who already have everything they need?

Matt Harrington, Lovewell Blake Financial Planning

COVID-19 - Protecting your business

01.06.2020
Matthew Harrington
2 min read

The COVID-19 pandemic has introduced a number of challenges for business owners to deal with to ensure the survival of their companies.

Scott Hansell, Lovewell Blake Financial Planning

Protecting your loved ones

07.05.2020
Scott Hansell
2 min read

Over the last few months, many of us have had the change to reflect on our lifestyles and financial circumstances due to the COVID-19 pandemic.

COVID

How might the Coronavirus impact dividends and natural income?

24.04.2020
Stuart Lawn
4 min read

Whether you are investing in funds purely for growth, or if your portfolio consists of funds which pay out a natural income to you, it is likely that dividends will play a big part in performance.

Ricky Banham, Lovewell Blake Financial Planning

Make a financial plan for your family

06.03.2020
Ricky Banham
3 min read

Starting a family is undeniably, a life changing event. Every aspect of life will change, as you know it, and this means that your financial priorities will too. Children have a unique way of draining your energy, and indeed, your finances. Luckily, there are ways to plan for this.

Work

Investors must not panic over coronavirus effect and need to keep long-term view

05.03.2020
David Haughton
3 min read

Despite headlines over the past few days about global stock markets suffering big daily falls, it is important not to panic.

Robin Carnaby, Director of Lovewell Blake Financial Planning

New rules about how law firms refer clients to third party professional partners are changing

24.02.2020
Robin Carnaby
4 min read

The SRA’s new rules aim to make it easier for the public to access legal services, and easier for solicitors and firms to do business.

Trazer Farnese, Lovewell Blake Financial Planning

6 most frequently asked retirement questions

20.02.2020
Trazer Farnese
3 min read

As people begin to approach retirement, there are many things that they start to consider.

Making pension contributions before the end of the tax year 2019/2020

04.02.2020
Ricky Banham
3 min read

The end of the tax year is an important time for planning and managing your finances, especially when it comes to your pension.

Calculator

Would you like the taxman to give you some extra spending money?

23.01.2020
Chris Carter
2 min read

If you are a non-taxpayer and your spouse/civil partner is a basic rate tax payer then the taxman may well answer, “Just contact me and we’ll sort it out”.

Basic financial planning

20.01.2020
Andrew Spaxman
3 min read

With an expensive holiday season now over, it is time to consider what the new priorities for your money should be

Stuart Lawn, Lovewell Blake Financial Planning

Keeping calm during market turbulence

12.12.2019
Stuart Lawn
3 min read

If you watch the news, you’ll be aware that the world is going through a period of economic uncertainty. From President Trump waging a global trade war, through to a potential economic slowdown and of course Brexit, there are plenty of reasons for investors to be wary.

Ricky Banham, Lovewell Blake Financial Planning

Life Insurance

27.11.2019
Ricky Banham
2 min read

With the season of goodwill nearing, now could be the perfect opportunity to consider the level of life insurance you have in place.

Robin Carnaby, Director of Lovewell Blake Financial Planning

FT rates East Anglian firm in Top 100 Financial Planners in the UK

08.11.2019
The Marketing Team
2 min read

An East Anglian firm of financial planners has been named as one of the UK’s Top financial advisers by the Financial Times for the second year running.

Richard Ince, Lovewell Blake Financial Planning

What is Relevant Life Insurance

04.11.2019
Richard Ince
2 min read

In an ever more competitive employment market, employers are looking closer at the overall benefits they offer, beyond just salary.

Richard Ince, Lovewell Blake Financial Planning

Pensions versus ISA

17.10.2019
Richard Ince
3 min read

A common question amongst investors is 'should I invest in a pension or an ISA?' Here we run through the main features of each product.

Teresa, Lovewell Blake Financial Planning

Good Money Week 2019

08.10.2019
The Marketing Team
1 min read

We are living in a world where it is not unusual for individuals to actively look for ways to reduce their impact on the environment; for example, only last month we saw children leading protests against climate change all over the world, taking the lead on an issue that affects all of us.

Specialist Paraplanner appointment signals stronger ethical investment proposition

22.05.2019
Marketing Team
3 min read

Client aspirations and growing demand for a more ethical dimension in investment has led Lovewell Blake Financial Planning to appoint a specialist ethical investment paraplanner to enhance the ‘different dimensions’ in the firm’s financial planning offer.

Stephen Cameron, financial adviser for Lovewell Blake Financial Planning

10 things to do once you are retired

18.06.2018
Stephen Cameron
3 min read

Yesterday, you were busy working and today you are retired, what’s next?

David Haughton, financial adviser for Lovewell Blake Financial Planning

Retirement - An emotional journey?

09.04.2018
David Haughton
2 min read

Retirement has a habit of creeping up on you whilst you are busy getting on with your life, to the extent that we barely give it consideration until it is almost upon us.

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