The Chancellors Spring Statement
March 24, 2022 5:06 pm Leave your thoughtsChancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....
Author Archives for Jodie The Glen
NS&I Slash Interest Rates
September 30, 2020 10:45 am Leave your thoughtsNS&I have announced a zero interest rate policy commencing November 24th 2020. Not only is this unprecedented but, in addition to a...
Budget Summary
March 25, 2020 4:11 pm Leave your thoughtsThe 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 11:40 am Leave your thoughtsMany 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 1:47 pm Leave your thoughtsThe actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...
Tax Year End Checklist
February 18, 2020 10:33 am Leave your thoughtsFebruary and March are a Chartered Financial Planner’s equivalent to the Chartered Accountant’s January. Whilst accountants must get past data into the...
Tax Efficient Long Term Cash Investments
February 12, 2020 11:24 am Leave your thoughtsNot many people are aware of a couple of government schemes aimed at helping enterprise and the local community. 1. Social Investment...
A New Year’s Donation
January 14, 2020 12:10 pm Leave your thoughtsWe hope you all had a wonderful Christmas and have now managed to rid your fridges of the seemingly never-ending leftovers! Whilst...
Mistley Thorn Retirement Seminar
November 11, 2019 12:26 pm Leave your thoughtsAre 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 4:16 pm Leave your thoughtsSwallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society. Whilst a voluntary code, there are...