Articles in "Financial Planning"

Filter by:
Glossary
Scott Hansell

Several good reasons to take advantage of tax year-end ISA allowances

20.02.2023
Scott Hansell
Financial Planning, Tax
2 min read

With rising investment returns and diminishing tax-free allowances, taking advantage of annual ISA allowances is more important than ever.

Ricky Banham

Interest rates raised to 4%

03.02.2023
Ricky Banham
Financial Planning
2 min read

Yesterday, The Bank of England (BoE) raised UK interest rates by a further half percentage point to 4%.

Jonathan Matchett

The 4% rule: How much should I spend in retirement?

03.02.2023
Jonathan Matchett
Financial Planning
5 min read

When planning for retirement, it is all about trying to set aside sufficient funds to use in retirement whilst still leaving sufficient funds available to pay for everyday life and specific events that could occur. The 4% rule is a simple way to help you to manage your accumulated pension funds.

Ricky Banham

Interest rates and inflation

26.01.2023
Ricky Banham
News, Financial Planning
4 min read

After more than a decade of record low interest rates – 2022 was marked by rapidly rising rates as the Bank of England (BoE) intervened to tackle soaring inflation.

Ricky Banham

Bank of England - December rate hike

16.12.2022
Ricky Banham
Financial Planning
2 min read

Yesterday, The Bank of England (BoE) revealed a 0.50% point interest rate rise – its ninth consecutive increase, as it looks to maintain its battle against inflation. The decision to raise the bank rate to 3.5% means it is at its highest level for 14 years.

Trazer Farnese

Premium bond prize fund pot set to increase again

15.12.2022
Trazer Farnese
Financial Planning
2 min read

National Savings and Investments (NS&I) have announced another increase to their Premium Bond customers, who are set to get a welcome New Year boost, with an increase to the prize fund rate from 2.20% to 3.00%.

Auto-enrolment has helped workers save £114 billion into pensions

13.12.2022
The Marketing Team
Financial Planning
2 min read

Workers have saved more than £114 billion into their pension pots since pensions automatic enrolment was implemented ten years ago, according to data published by the Department for Work and Pensions (DWP).

Stock image

It’s a fair COP(27): Climate summit is focussing investors’ minds

22.11.2022
Andrew Spaxman
Financial Planning
4 min read

The COP27 summit in Egypt is making more investors think about the ethics of their portfolio, say Andrew Spaxman and Louise Daniels of Lovewell Blake Financial Planning.

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

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

Glossary

Test

This is a test definition

more