Categories: Financial Planning > Later Life > Tax Planning
Swallow Financial Planning information page with details containing the UK Government Tax Tables for the tax year 2022-2023
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Categories: Later Life > Pensions > Tax Planning
Swallow Financial Planning information page with details containing the UK Government Benefit Tables for the tax year 2022-2023
Spring Statement Update March 2022
Categories: Tax PlanningThe Office for Budget Responsibility (OBR) warned in its economic and fiscal outlook, households are still on course for “the biggest fall in living standards in any single financial year since ONS records began in 1956/57.”
Categories: Articles > Newsletters
Investment Update December 2021
Categories: Articles > Financial Planning > Housekeeping > Investment Planning > Newsletters > Pensions
Categories: Estate Planning
Things to consider when writing a Letter of Wishes
Categories: Newsletters
What does the Autumn Budget 2021 mean for you? In our comprehensive guide to the Autumn Budget and Spending Review 2021, we reveal the key announcements. If you have any questions or would like to discuss your situation – please contact us.
Categories: Estate Planning > Financial Planning > Housekeeping > Insurance > Investment Planning > Later Life > Mortgages And Loans > Pensions > Tax Planning
Our client agreement sets out the areas of advice we provide and an indication of our charging options.
Our Approach To Investment Management
Categories: Investment PlanningIt is important to understand how your adviser approaches the purchase and management of your investment funds. These notes are designed to explain briefly the Swallow Financial Planning methodology.
Categories: Investment Planning > Pensions
Whilst our investment style is bespoke to each client, we have over recent years begun to create a standardised approach to our Asset Allocation Process.
A Background To Our Fund Choices
Categories: Financial Planning > Investment Planning > PensionsOver many years, we have invested in every type of collective investment available. We have used managed funds, multi-managed funds and passive funds. This note explains our current thinking when we choose the funds for our clients to invest in.
Investment Cycles, Asset Allocation & Factor Based Investing
Categories: Financial Planning > Investment Planning > PensionsThe correct asset allocation of a client’s investment portfolio is the bedrock of the Swallow Financial Planning investment process. This note is designed to explain how we use investment cycles and factor based principles to enhance the investment process.
Categories: Investment Planning
Whilst our target market is funds in excess of £250,000, over the years we have accepted many requests to manage smaller sums
An Introduction To Asset Allocation
Categories: Financial Planning > Investment Planning > PensionsThe correct asset allocation of a client’s investment portfolio is the bedrock of the Swallow Financial Planning investment process. This note is designed to explain how asset allocation works and why it is so important to the future success of your investment performance.
Categories: Financial Planning > Investment Planning
Failure To Plan Is Planning To Fail. This note helps you to establish your financial goals.