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Using Your Pension Plan For IHT Planning

In case you were not able to attend the CIOT tax planning seminar yesterday given by the excellent Robert Jamieson, his suggestion was to maximise pension savings as an IHT vehicle rather than an income producer.

New Treatment Of Foreign Home Succession

The provisions made by the Brussels IV come into effect on the 17th August 2015.  Brussels IV was written in 2012 in order to remove some of the complicated anomalies and unnecessarily high legal fees which can apply when an individual owning foreign property dies.

Unusual Investments

As a predominately "passive" investment adviser we do not normally get involved in out of the norm investments however occasionally we come across a couple of interesting ideas which we like to share with our clients.

Write A Will!

Yesterday I attended a 3 hour update from STEP on the Inheritance and Trustees Powers Act 2014.  There were some fascinating insights into some of the pitfalls when dealing with estates however such minutia is somewhat wasted on those without Wills!

The Value of a Parent

One of the most under purchased products in the financial advisers arsenal is protection insurance.

Make sure you plan your farewell

An article written by Andrew Swallow, a certified financial planner, has been featured in the Business and Finance section of the Kensington and Chelsea Today newspaper.


The latest news from Swallow Finacial Planning and the financial industry

It’s Not All About Brexit August 30, 2019

It seems more than likely that we will have an election in the not too distant future. Whilst any snap election could...

Legal & General Offload Their Insurance Portfolio August 27, 2019

Legal & General have agreed terms with ReAssure for the transfer of their traditional insurance-based savings, pensions, life and with profits business...

A New Era August 23, 2019

As many of you know, Swallow has been undergoing significant change over the past few months. After parting ways with Ben, we thought...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry