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Maximising Your New State Pension

With the vast array of changes being made to the State Pension regime, Swallow Financial Planning has prepared a series of online...

The New State Pension Scheme

As of April 2016, the new state pension scheme will become the biggest shake up in state benefits for a generation.  Whether...

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 Financial Planning and the financial industry

Mistley Thorn Retirement Seminar November 11, 2019

Are you really sure that you, and your ‘nearest and dearest’, are making the right decisions for a happy financial future? One...

It’s Gold For Swallow October 14, 2019

Swallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society.  Whilst a voluntary code, there are...

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...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry