by blakeandday | 16th October 2018 | Financial Planning, General Lifestyle
Inheritance ISAs – the new(ish) rules Did you know that you can inherit your partner’s ISA savings? New rules effective from April 2015 that mean ISA assets can now be passed to spouses/civil partners and keep their tax-friendly status. However many people are...
by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle
ISA transfers: How do you move on? Are your ISA’s working for you? Sometimes, having owned your Individual Savings Account (ISA) for a few years, you might notice that the interest or underlying investments no longer give you the return that you need. You may have...
by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle
Make the most of your ISA allowance while you can! Are you using your ISA allowances each tax year? You wouldn’t want to miss out on a year’s worth of tax efficiency, so now’s the time to take a look at your savings and move your money within the tax...
by blakeandday | 6th November 2017 | Debbie Day, Education, Felixstowe, Financial Planning, General Lifestyle
Couples splitting up or going through divorce don’t discuss pensions leaving women thousands out of pocket. • Couples prioritise splitting property and savings and even who keeps the pets • But just 9% would want a fair share of their partner’s pension if they...
by blakeandday | 22nd February 2017 | Education, Financial Planning, General Lifestyle
WHAT IF YOU LOST YOUR INCOME? I understand that it can often be seen as unaffordable, expensive and complex to protect your income. The Need. Being unable to work due to long term illness or injury is a frightening prospect. If you suddenly lost your income today due...
by blakeandday | 13th February 2017 | Debbie Day, Education, Financial Planning, General Lifestyle, Ipswich, Suffolk
Unmarried woman wins right to claim her late long-term partner’s pension in landmark case that could affect millions of cohabiting couples Denise Brewster and her partner had lived together for ten years and owned their own home One in six families in the UK...
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