Articles in "Financial Planning"

Fiscal drag may sound abstract, but in practice it’s a simple and significant feature of the current UK tax system.

Investors spooked by the latest conflict in the Middle East need to be keeping a calm head, says Stephen Metcalf of Lovewell Blake Financial Planning.

Higher rates and changes to inheritance tax rules mean that more retirees are considering annuities – but it is important to balance the certainty they provide against their lack of flexibility, says Chris Egmore of Lovewell Blake Financial Planning

For those who got engaged on Valentine’s Day, an honest conversation about money should be high on their list of priorities, says Will Gaines of Lovewell Blake Financial Planning

In light of pressing global issues such as climate change, health and wellness, cruelty-free beauty, and medical research—including the fight against diseases like cancer—investors are rethinking how they want their money to work for them.

According to a YouGov poll published just before Christmas, exercising more, losing weight and eating more healthily are the top three New Year’s resolutions which will be made by Britons this year, with 51% saying that their January pledges would fall into one of these three categories.

A Venture Capital Trust (VCT) is basically a fund you can invest in that puts money into small, fast-growing UK businesses. The government wants to encourage this, so they give you certain tax perks along the way.

The festive season is an excellent time to combine seasonal generosity with some inheritance tax planning.