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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.
Using Trusts In Financial Planning
Categories: Estate PlanningAn introduction to attaching trusts to financial products and services.
Life assurance is a protection insurance which pays out an agreed sum should the insured person die. The following notes describe briefly the most common types of life assurance plans now available
For most people, their big concern is whether or not they have sufficient assets to support them when they are at their most vulnerable. Generally, this will be when frailty, and/or sickness mean they need care or have to go into residential accommodation. These notes are designed to provide some background about the subject.
As a recommended adviser for the Society of Later Life Advisers (SOLLA) we are frequently asked to advise on home income/equity release plans. These notes are designed to provide some general background information to consider the options in this quite complicated area.
Workplace Pensions & Auto Enrolment
Categories: PensionsThe following is a summary of the current position of the new state workplace pension automatic enrolment pension scheme.
These notes are our current understanding of the rules that govern the use of salary sacrifice to enhance pension savings.
Self Administered Pension Plans
Categories: Financial Planning > PensionsFor many years the “must have” accoutrement for all business owners was the self administered pension plan. Swallow Financial Planning is authorised to advise on all aspects of pensions including self-administration and final salary scheme transfers.
What did Merle Know? – Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.
There is a huge amount of analysis which goes into any letter or report we produce. Rather than include reams of explanation on each enclosure these notes try to explain the reasoning behind our calculations.
The new LISA is becoming an attractive savings vehicle particularly for the better off however beware the pitfalls of early encashment.