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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.

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.

News

The latest news from Swallow Financial Planning and the financial industry

The Chancellors Spring Statement March 24, 2022

Chancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....

March 2022 Investment Update March 8, 2022

It is unusual for us to put out an update on investments so soon after our December issue.  We like to think...

NS&I Slash Interest Rates September 30, 2020

NS&I have announced a zero interest rate policy commencing November 24th 2020. Not only is this unprecedented but, in addition to a...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry