Forgotten Pensions

Forgotten pensions The extent to which pension pots are being forgotten about has been revealed in a study from Aviva. A survey of almost ten thousand people who hold a pension has revealed that just under one in eight (13%) admitted that they have at least one pension that they have forgotten about (1). This … Continue reading “Forgotten Pensions”

Life Insurance comes in many forms

Life Insurance comes in many forms Life insurance can come in a variety of forms and can help in different areas of every-day life such as to cover the following:  Children or any other dependents Debts (loans, car finance etc.) Mortgage A business Potential Inheritance Tax Liability   Here are some examples of how Life … Continue reading “Life Insurance comes in many forms”

Study Shows that overall Household Wealth in the UK has Risen by 4.5% pa Since 2008

Study Shows that overall Household Wealth in the UK has Risen by 4.5% pa Since 2008   Two recent studies carried out by the Centre of Economics and Business Research (CEBR) and the Wealth and Asset Survey (May 2017) show that overall household wealth in the UK has risen by an average of 4.5% a … Continue reading “Study Shows that overall Household Wealth in the UK has Risen by 4.5% pa Since 2008”

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”

Isas, Lisas, Help to Buy Isas – what’s the latest?

Isas, Lisas, Help to Buy Isas – what’s the latest? Santander has recently halved the rate on its Help to Buy Isa from 4% to 2% less than three months after customers were treated to an increase. This meets the new Help to Buy Isa rate of 2%, effective from May 23. A Santander spokesman … Continue reading “Isas, Lisas, Help to Buy Isas – what’s the latest?”

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 independent financial advisers for further information and help regarding Inheritance Tax  Contact us at our Brighton Hove office on 01273 208813 or email info@iepfinancial.co.uk  For more financial information like this and to sign up for our … Continue reading “Key Information About Inheritance Tax”

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!”