Lisa savers reject pensions but could have been mis-sold

LISA savers reject pensions but could have been mis-sold A LISA is a life time saving account which was launched on the 6th of April 2017. Being offered by only a few providers, the LISA is a tax free package that lets you save up to £4,000 every year. This can be cash savings or a stocks and … Continue reading “Lisa savers reject pensions but could have been mis-sold”

Key Information About Inheritance Tax

Key Information About Inheritance Tax Here are some important Key Information about Inheritance Tax If you would like to talk with one of our advisers for further information and help regarding Inheritance Tax  call us on 01273 208813 or email info@iepfinancial.co.uk  IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)     

Life Insurance what you need to know!

Life insurance, what you need to know! -Life insurance is traditionally purchased to cover debts, cover a mortgage or to provide some form of family protection. -Having someone else rely on you financially makes it even more important to have a form of life insurance in place. -Several considerations need to be made when dependants … Continue reading “Life Insurance what you need to know!”

Cuts to Pension and Dividend Allowances Dropped!

Cuts to pension and dividend allowances to be dropped! A large cut to the amount of money pensioners can save into their pensions has been put on hold as the Government rushes to pass the Finance Bill ahead of the next election. Chancellor Philip Hammond cut the annual pensions savings limit from £10,000 to £4,000 a year … Continue reading “Cuts to Pension and Dividend Allowances Dropped!”

Baby on the way – are your existing plans sufficient? 

Baby on the way – are your existing plans sufficient? Top things to consider when your baby is on the way!      Having children is one of the most amazing gifts that will happen in your lifetime, but it does come with its price!     Did you know that parents spend up to £35,000 … Continue reading “Baby on the way – are your existing plans sufficient? “

Royal London profit sharing reduces charges

Royal London profit sharing reduces charges Mutual life company Royal London is to share a portion of its profits from last year with more than a million of its customers. They are awarding a ProfitShare of 0.18% in respect of the 2016 calendar year, so all eligible plan holders will be receiving a 0.18% award … Continue reading “Royal London profit sharing reduces charges”

UK Prime Minister Theresa May Announced The Government’s to hold a snap general election on 8th June 2017

UK Prime Minister Theresa May Announced The Government’s to hold a snap general election on 8th June 2017   The facts are out there and Theresa May said she would not hold an election til 2020, but she has gone & done it & a snap general election is on the 8th June 2017.   It is … Continue reading “UK Prime Minister Theresa May Announced The Government’s to hold a snap general election on 8th June 2017”

Stark drop in bereavement benefits

Stark drop in bereavement benefits From 6th April this year, bereaved parents will no longer receive the same benefits that widowed single parents have benefited from since 1925. 90 years ago, it was pretty standard practice for the women of the house to stay at home and it was the men who brought in an … Continue reading “Stark drop in bereavement benefits”