The latest instalment from one of my favourite blogs sharing life down under with TMAPITW. Click here, laugh, cry, nod your head in the way you do when realising that this is your office and enjoy!
{ 0 comments }
From the monthly archives:
August 2008
I recently wrote an article for the Financial Solutions magazine which is published by the Personal Finance Society. I am pleased to say that this has been reproduced in the most recent edition and, if you have not received a copy yourself, you can download the article by clicking here.
{ 0 comments }
One of our contributors was asked to prepare a short presentation to compare and contrast two funds from the same IMA sector and chose: Invesco Perpetual High Income; and Jupiter Income Trust funds both of which are in the IMA UK Equity Income sector. You can download the presentation by clicking here (this is a [...]
{ 0 comments }
We have often written on here about the different levels and types of paraplanners. I have recruited a few paraplanners in my time and also met many, some of whom fit my definition and some of whom most certainly do not! Robert Reid of Syndaxi Financial Planning (possibly not the biggest fan of websites) has [...]
{ 2 comments }
Since 10 October 2007, it has been possible for the Nil Rate Band (currently £312,000) to be passed to the spouse or civil partner if not fully utilised on the first death.When the first spouse/civil partner dies nothing needs to be done in terms of making a claim to transfer their unused Inheritance Tax Nil [...]
{ 1 comment }
We thought it would be a good idea to start to provide reviews of new products. We felt that as we were reviewing Plans and products and trying to understand them as part of our day jobs it would be good to share this information with our readers.We have tried to set this out in [...]
{ 0 comments }
Dominic Brooks, Winterthur’s Pension Development Manager, examines the additional issues involved when a plan includes a Guaranteed Minimum Pension (GMP) element. Client options Our clients’ options are to leave the benefits where they are or move them to a replacement S32, or to a personal pension. The first problem lies in finding an alternative provider [...]
{ 1 comment }
