A Guide To Planning & Paying For Long Term Care
Nowadays, people are living longer, thanks to improvements in medicine and the fact people are experiencing a better quality of life. Whilst this is extremely positive to hear, it does…
Blog
Five Tips On How To Find A Reliable Financial Adviser
When it comes to reviewing your finances, understanding what is out there can seem like a daunting task. That is why it is good practice to have a financial adviser…
Investment Market Updates In Light Of Russia’s War On Ukraine
Against expectations, last week, President Vladimir Putin launched an attack on Ukraine, shocking the world and ending 50 years of political understanding that large scale land war is no longer…
Portland Financial Planning Becomes Cyber Security Certified
It is an unfortunate fact that, nowadays, scammers and fraudsters are very much “at large”, using a variety of methods to con and obtain information on people. The internet has…
Three Important Things To Consider To Prepare Your Estate
We’re all guilty of procrastinating from time to time. And one thing that regularly gets “put off” is making arrangements for what will happen to your estate after you pass…
Increase In Inheritance Tax Paid This Year
It has recently been revealed that there was an increase in the amount of Inheritance Tax paid this year. Inheritance Tax (or IHT, as it is commonly known) is paid…
Don’t delay financial planning, book a covid safe meeting today
Covid-19 has been very disruptive, but you should not let it get in the way of your personal financial planning. With the Covid-19 vaccination programme well under way and restrictions…
How to make your pension savings deliver more
Pension savings are a key element of planning for your retirement and it is vital that you keep track of your pension contribution, especially if you have set up a…
Covid update
In these challenging and uncertain times we want to reassure clients we are "open for business" as usual. We are still contactable by phone or email at all times and…
April Covid-19 Update
Myself (Ben) and Hannah are now working opposite times to comply with social distancing in the office, I am working in the mornings and Hannah is coming in an afternoon.…
March 2020 Update
In these challenging and uncertain times we want to reassure clients that although in line with government recommendation we are no longer offering face to face consultations we are offering…
Should I give my house to the kids to avoid tax?
Most people are aware that gifts to children, such as a cash lump sum, are tax free as long as you survive for at least 7 years after the gift…