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…
Blog
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…
How to protect your ISAs from Inheritance tax
An ISA (Individual Savings Account) currently allows you to save up to £20,000 a year without paying tax on the returns. This makes it a very popular and tax-efficient way…
Auto-enrolment pension increases
The new tax year has seen the pension contribution for workers in auto-enrolled pensions rise from a minumum of 1% of their income to a minimum of 3%. Whilst this…
Making cash gifts to your kids
A client got in touch recently to check if they were allowed to give £500 a month from their pension income to their children. This simple answer to this is…
The Markets
2016 turned out to be a real rollercoaster and was full of suprises but in the most cases positive returns were seen in the money markets. What can we expect…
Good News
I'd like to welcome my daughter Hannah Edwards into the Portland family as our new trainee planner. She decided after 20 years as a nurse she wanted a new challenge…
Christmas Wishes
From everyone at Portland Financial Planning - we wish you a very Merry Christmas and a Happy New Year.