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Blackfriars Wealth Management

Wednesday, 10 June 2015. How 'Dinosaur' Investment Funds are costing savers big. It is estimated that there is £450billion of UK savers and investors money sat in stagnant or overpriced investment funds*. Many savers and investors have not reviewed their savings to ensure the ongoing suitability and efficiency of them, and as such may be losing out by not taking action. From the 1970’s, With Profit. It might not be all bad news though, because there are some With Profit funds out there which will pay a h...

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Wednesday, 10 June 2015. How 'Dinosaur' Investment Funds are costing savers big. It is estimated that there is £450billion of UK savers and investors money sat in stagnant or overpriced investment funds*. Many savers and investors have not reviewed their savings to ensure the ongoing suitability and efficiency of them, and as such may be losing out by not taking action. From the 1970’s, With Profit. It might not be all bad news though, because there are some With Profit funds out there which will pay a h...

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Blackfriars Wealth Management | blackfriarsblog.blogspot.com Reviews

https://blackfriarsblog.blogspot.com

Wednesday, 10 June 2015. How 'Dinosaur' Investment Funds are costing savers big. It is estimated that there is £450billion of UK savers and investors money sat in stagnant or overpriced investment funds*. Many savers and investors have not reviewed their savings to ensure the ongoing suitability and efficiency of them, and as such may be losing out by not taking action. From the 1970’s, With Profit. It might not be all bad news though, because there are some With Profit funds out there which will pay a h...

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blackfriarsblog.blogspot.com

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Blackfriars Wealth Management: Retirement Options – Are retirees making the most of their pension savings?

http://www.blackfriarsblog.blogspot.com/2015/05/retirement-options-are-retirees-making.html

Wednesday, 20 May 2015. Retirement Options – Are retirees making the most of their pension savings? The pension landscape for retirees is very different to how it was even 6 months ago. With the advent of the new pension freedoms, savers are being ‘trusted’ with their own money in the sense that they are now able to withdraw what they want and when they want it. Early research shows though that only 1% of eligible pensioners (age 55 ) have chosen to strip out their funds*. An increasingly common strategy...

2

Blackfriars Wealth Management: Budget Speech Summary 18/03/15

http://www.blackfriarsblog.blogspot.com/2015/03/budget-speech-summary-180315.html

Friday, 20 March 2015. Budget Speech Summary 18/03/15. The recent budget speech delivered by George Osborne threw up some interesting points and plenty for us to consider. The government have promised to look into the use of ‘deeds of variations’ to deceased’s wills, and consider whether this should be seen as IHT avoidance. Another planning need when considering the tax consequences of your estate and how it will be divided upon your passing. Subscribe to: Post Comments (Atom). View my complete profile.

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Blackfriars Wealth Management: How 'Dinosaur' Investment Funds are costing savers big

http://www.blackfriarsblog.blogspot.com/2015/06/how-dinosaur-investment-funds-are.html

Wednesday, 10 June 2015. How 'Dinosaur' Investment Funds are costing savers big. It is estimated that there is £450billion of UK savers and investors money sat in stagnant or overpriced investment funds*. Many savers and investors have not reviewed their savings to ensure the ongoing suitability and efficiency of them, and as such may be losing out by not taking action. From the 1970’s, With Profit. It might not be all bad news though, because there are some With Profit funds out there which will pay a h...

4

Blackfriars Wealth Management: May 2015

http://www.blackfriarsblog.blogspot.com/2015_05_01_archive.html

Wednesday, 20 May 2015. Retirement Options – Are retirees making the most of their pension savings? The pension landscape for retirees is very different to how it was even 6 months ago. With the advent of the new pension freedoms, savers are being ‘trusted’ with their own money in the sense that they are now able to withdraw what they want and when they want it. Early research shows though that only 1% of eligible pensioners (age 55 ) have chosen to strip out their funds*. An increasingly common strategy...

5

Blackfriars Wealth Management: March 2015

http://www.blackfriarsblog.blogspot.com/2015_03_01_archive.html

Monday, 23 March 2015. With the new pension freedom rules just weeks away, anyone considering drawing their entire fund or a large chunk of it should carefully consider the impact this may have on their estate and tax position. Under the new rules, after April 6. You will be able to draw as much of your pension fund as you like. It sounds great on the face of it, however you must be careful to plan ahead for the tax liabilities:. You don’t want to be in a situation where you have spent the money yo...

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Blackfriars Wealth Management

Wednesday, 10 June 2015. How 'Dinosaur' Investment Funds are costing savers big. It is estimated that there is £450billion of UK savers and investors money sat in stagnant or overpriced investment funds*. Many savers and investors have not reviewed their savings to ensure the ongoing suitability and efficiency of them, and as such may be losing out by not taking action. From the 1970’s, With Profit. It might not be all bad news though, because there are some With Profit funds out there which will pay a h...

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