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Financial Planning Document Library

Below you will find a large collection of Swallow Financial's documentation.

The world of finance is often unfathomable. It is therefore paramount that the client is not only confident in their adviser’s planning, but they can also see the broader picture.

The following documents are designed as generic explanations of what can be highly complex issues. Do call or email our office if you need any further help.

Use the filters on the right to help find the information you are after.

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Spring Budget Notes

Categories: Articles > Estate Planning > Financial Planning > Investment Planning > Newsletters > Pensions > Tax Planning


Client Agreement

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.



Out with the Old and in with the New!

Categories: Articles > Estate Planning > Financial Planning > Investment Planning > Newsletters > Pensions > Tax Planning

What a rollercoaster ride we have all had in 2022. The year will be remembered for all the wrong reasons!


The Chancellor’s Autumn Statement

Categories: Articles > Estate Planning > Financial Planning > Investment Planning > Later Life > Mortgages And Loans > Newsletters > Pensions > Tax Planning

After the government fiasco of the last 8 weeks, the latest Chancellor (who seems to have precious little track record for the job) has undertaken a budget which his opposition bench rivals would be proud of.



Tax Tables 2022-2023

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


Benefit Tables 2022-2023

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 Planning

The 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.”





Autumn Budget Statement 2021

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.


News

The latest news from Swallow Financial Planning and the financial industry

Opportunities and other budget ideas April 15, 2024

This spring budget raised a few eyebrows and more than a little fed into the Pet Shop Boys lyrics ‘Oh there’s a lot of opportunities if you know when...

St Patrick’s Day March 15, 2024

St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry