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Resources

A selection of downloadable PDF key fact guides and useful financial advice website links

Tax Planning For Pensions

If you are a high-earner and feel you are paying more and more tax, you are not alone.

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Forgotten Pensions

The extent to which pension pots are being forgotten about has been revealed in a study from Aviva.

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Income At Retirement

There comes a time when you stop working for your money and put your money to work for you.

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Saving For Retirement

Retirement is something most of us look forward to − particularly on a Monday morning.

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How Long Will I Need To Save For? October 16, 2018 by IEP Financial - How long will your pension need to last? We are all living longer in the UK. On average, people aged… ... Read More
Understanding Pensions July 4, 2018 by IEP Financial - Pensions can be perceived to be a complicated financial instrument that most of us just simply do not want to… ... Read More

Investing Tax Efficiently

The way that investments are taxed has changed over recent years due to successive governments’ policy changes.

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Investment Planning and Asset Allocation

Investment planning is now more of a science than an art; due to technology, ever-increasing investment opportunities and stricter regulation.

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Making the Most of ISAs

When Individual Savings Accounts (ISAs) first appeared in 1999, as a replacement for PEPs and TESSAs, they were a relatively straightforward offering.

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Investing For Your Children

Most parents want to help their children financially, whether it is making sure there is enough money for their education or helping them to buy a property.

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Investing In VCTS, EISS and SEISS

Governments of both hues have introduced (and closed down) a variety of schemes to encourage investment in new and small businesses.

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How Long Will I Need To Save For? October 16, 2018 by IEP Financial - How long will your pension need to last? We are all living longer in the UK. On average, people aged… ... Read More

Financial Protection

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row.

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income protection Income Protection made simple September 25, 2017 by IEP Financial - Income Protection made simple Income Protection is a protection product overlooked by most. It is common to consider Life insurance… ... Read More
life insurance many forms Life Insurance comes in many forms July 3, 2017 by IEP Financial - Life Insurance comes in many forms Life Insurance comes in many forms and can help in different areas of every-day… ... Read More

Business Succession Planning

If you are a business owner, business succession planning and insurance is important.

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Workplace Pensions

Automatic enrolment has ‘changed the UK workplace forever,’ according to the Pensions and Lifetime Savings Association.

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Business Protection July 11, 2018 by IEP Financial - Succession planning: Why is business protection required? You can often overlook business protection when you arrange your insurances. In fact,… ... Read More

Inheritance Tax

The taxman collected almost £4.9bn in inheritance tax (IHT) in 201/17, according to its latest figures. The highest since its introduction in 1986.

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Living Abroad

While the thought of going abroad to work or retire may be exciting, the months prior to departure may be highly stressful.

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Taxation of Property

Becoming a landlord has been an attractive proposition for anyone who could raise a deposit, thanks to a prolonged period of low borrowing costs and generally rising property values.

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Estate Planning

All too often, people put off estate planning. This is understandable as it requires you to consider what will happen when your life is over.

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Key Stages of Financial Planning

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row.

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Later Life Planning

The last 25 years have changed the way we live. Now we can access information instantly, share experiences with people across the world, and reap the benefits of rapid technological change.

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Mortgage Advice Brighton 10 things to think about when applying for a mortgage October 20, 2016 by IEP Financial - 10 Things to Think about when Applying for a Mortgage When the time comes for you to think about applying… ... Read More
Mortgage market remains unpredictable August 31, 2016 by IEP Financial - Mortgage market remains unpredictable The mortgage market is “robust but subdued” following a period of house price uncertainty in the… ... Read More
house price House price uncertainty in post-Brexit Britain August 3, 2016 by IEP Financial - House price uncertainty in post-Brexit Britain: The Royal Institute of Chartered Surveyors (RICS) has conducted its latest survey of house… ... Read More
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