Archive for October, 2007
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Wednesday, October 31st, 2007
Avoid A Pension Horror Story This Halloween - We've all heard pension horror stories. So to avoid your own nightmare we've highlighted some of the pivotal pensions milestones and what you should consider when you reach them, which will hopefully help you sleep more soundly this Halloween.
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Friday, October 19th, 2007
Inheritance Tax Changes: Are You Any Better Off? - Independent Financial Adviser Rachel Jefferson explains the new changes to Inheritance Tax (IHT) rules.
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Friday, October 12th, 2007
Cracks Showing In Housing Market? - The Royal Institute of Chartered Surveyors announcement of a slowdown in the housing market will bring fresh concerns to homeowners; however, we don't think it's time to panic.
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Wednesday, October 10th, 2007
Inheritance Tax Threshold Raised - Really? - The news in yesterday’s budget that the inheritance tax threshold has been raised for married couples and civil partnerships to £600,000 has been welcomed by most, however we fail to see any benefit.
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Thursday, October 4th, 2007
Pension Problems Solved Over The Phone - In the latest of our phone-in surgeries, Torquil Clark Financial Planning teamed up with local newspaper the Express & Star to give readers the opportunity to have their pension questions answered. The aim of these surgeries is to help those who wouldn't normally choose to talk to an Independent Financial Adviser.
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Wednesday, October 3rd, 2007
Skandia Global Best Ideas Fund - If you are feeling more adventurous and want to take advantage of the lower prices now available after the stock market falls over the summer, this fund is worth investigating.
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Wednesday, October 3rd, 2007
New Star Tri Star Fund - When this fund launched in July 2006, the intention was that investors would be able to have a combination of income and growth, gained by investing in 3 of the 4 main asset classes.
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Wednesday, October 3rd, 2007
L&G Growth Investment Plan Plus 10 - We are always looking to unearth new opportunities for more cautious investors. So here is the latest offering in the series of capital protected products from L&G.
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Wednesday, October 3rd, 2007
Climate Control: Choosing an Investment - In times of such extreme stock market volatility it can be hard for investors to know which approach to take; whether to push forward with aggressive investing or create a more cautious approach. We have therefore come up with three different options, depending on how comfortable you are with investing at this time.
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Monday, October 1st, 2007
New Fund: T. Bailey UK Best Ideas - If you are thinking of investing in a multimanager fund and fancy something new and exciting, this could be the one for you.
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