Category: Investments

Financial Advisor in Chichester: Estate & Inheritance Tax Planning

27th Mar 2025

Planning for the future is one of the most essential financial decisions you can make, and estate planning is critical to ensure that your money is efficiently passed down. Many people underestimate the impact of…

Posted in Financial Planning, Investments

How degree subject and university choice add value

1st Aug 2018

By Richard Smith

Degree subject and university choice add value

Posted in Investments

Tags: Cash ISA, Chichester IFA, critical illness insurance, degree subject, funding further education, graduate, income protection insurance, Independent Financial Advisor, inheritance tax, life assurance, Living Inheritance Planning, retirement planning, university education

Do not lose out on 2017 allowances

26th Feb 2018

By Hamish Gairns

Don’t lose out on 2017 allowances

Posted in Investments

Tags: Cash ISA, Chichester IFA, Child Trust Fund, help to buy ISA, IFA, Innovative Finance ISA, ISA, JISA, Junior ISA, Lifetime ISA, pension, Stocks and Shares ISA, tax year

Brains versus brawn; is a university education worth the investment?

29th Aug 2017

By Richard Smith

Brains versus brawn; is a university education worth the investment?

Posted in Investments

Tags: Chichester-based IFA, disposable income, equity release, financial advice, financial services, household, IFA, income, investment, later-life, local IFA, MarchwoodIFA, retired, retirees, rich and poor gap, savings, university education

Protecting nest eggs

28th Apr 2017

By Hamish Gairns

Protecting nest eggs

Posted in Investments

Tags: contributions, death benefits, flexible drawdown, help to buy ISA, homeowner, income, Investments, Lifetime ISA, pensions, retirement, savings, whole of life policy

ISA allowance for this tax year FY16 runs out soon

7th Mar 2017

By Richard Smith

ISA allowance for tax year 2016 runs out soon

Posted in Investments, ISA

Tags: Cash ISA, current tax year, expert, fy16, FY16/17, IFA, inheritance tax, investment, ISA allowance, savings, Stocks and Shares ISA

Autumn Statement

29th Nov 2016

By Richard Smith

Autumn statement

Posted in Budget summary, Investments

Tags: autumn statement, Chancellor, family, GDP, income, infrastructure, insurance premiums, living costs, pensions, savings, technology, transport, wages, work

Managing wealth - are the rich getting richer?

20th Sep 2016

By Hamish Gairns

Managing wealth; are the rich getting richer?

Posted in Investments

Tags: commodities, Credit Suisse, financial advice, fortune, invest, lifetime mortgage, Living Inheritance, London, Oxfam, pension, poor, property, rich, Rich List, stocks & shares ISA, wealth

Time is money and the money is yours

21st Jun 2016

By Hamish Gairns

Time is money and the money is yours

Posted in Investments

Tags: cohabiting, investment, ISA, lifetime mortgage, money, mortgage, pension, retiree, saving, savings, stamp duty

Budget 2016 update

17th Mar 2016

By Hamish Gairns

Budget 2016 update

Posted in Budget summary, Investments, ISA

Tags: Airbnb, basic rate tax, budget 2016, capital gains tax, Chancellor, commercial stamp duty, corporation tax, digital economy, George Osborne, Higher rate tax, homeowner, income tax, ISA, landlord, micro-entrepeneur, sugar levy, sugar tax, tax avoidance, tax loopholes