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  With the recent changes made to pension death benefits, Will drafters may need to seek professional financial advice when considering a...


The current annual pension allowance for those with less than £1,250,000 in pension savings is 100% of your earned income up to...


Each and every one of us will enjoy a new tax-free Personal Savings Allowance (PSA) as of 6th April 2016, which will...

Writing A Will

Taking a temporary step back from the world of pensions, why worry about Wills?  When the time comes, common sense will surely...

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.

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.


The latest news from Swallow Financial Planning and the financial industry

Budget Summary March 25, 2020

The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...

Commercial Property Funds March 20, 2020

Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Swallow Financial Planning Contact Update – COVID-19 March 17, 2020

The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry