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Previous 'Did you know?' Articles

2009 Financial and Tax Planning Opportunities

New Year’s Savings Resolutions 2009

The 3’R’s….Being prepared!

ISO 22222 and what it means to you

All Change in April 2008! (tax year 2008/2009)

New Years Financial Resolutions (2008) - link removed as information is out of date

Drawing Pension Benefits/The Decision

Don't forget to use your Capital Gains Tax allowance!

Why you should choose a Certified Financial PlannerCM Professional

The China Effect

Equities can go down as well as up!

Asset Allocation

Pensions A day - Top ten tips - link removed as information is out of date

Educating Children

Pension Sharing on Divorce (also see Independent Financial Advice and Resolution)

Spring Clean your finances - link removed as information is out of date

 

Other Articles

Independent Financial Advice and Resolution (also see Pension Sharing on Divorce)

Getting Financial Advice     What you should do before, during and after the advice interview?

 

Useful Links

BR19 form - State Pension Forecast Form

CA1543 form -Contracting Back into the Second State Pension Form

Premium Bonds -Premium Bonds (apply on line)

Flow Chart - What happens if you die without a will (under English and Welsh law)

R85 form - Getting your interest without tax being taken off

 

FSA Guides

Starting a pension

Review your pensions

Retiring soon - what you need to do about your pensions

Annuities and other Retirement Options

Income Withdrawal - a retirement option for you?

Checking your identity - the fight against money laundering, financial crime and terrorism

 

2010-02-25 FT Adviser
Upcoming Isa change fails to lure in new savers
Savers are not yet planning to take advantage of the changes to Isas in April, according to research from National Savings &...
2010-02-25 FT Adviser
FSCS levy plans gather opposition
A law firm is calling for IFA businesses to contribute towards a possible legal challenge against the Financial Services Compensation Scheme's proposals to introduce an interim levy of £70m on investment...
2010-02-15 Moneywise
Squeeze more income from your pension
How to draw cash from your pension is not a decision to be taken lightly. Faith Glasgow explains why all of your investment pots should play a part in the choices you...
2010-02-04 Get Surrey
Evening charges agreed for Guildford car parks
VISITORS to Guildford will have to pay to use some of the towns most popular car parks during the evening from April. The borough council's Executive committee has approved recommendations made by parking managers to charge motorists a one-off £1...
2010-01-28 FT Adviser
Wider share ownership will narrow savings gap: Simply
Wider share ownership must be encouraged if the national savings gap is to be addressed, according to Stephen Pinner, chairman of online stockbroker Simply...
2010-01-26 Get Surrey
County reacts to end of recession announcement
BUSINESSES and organisations in Surrey have given a mixed reaction to the announcement that the economy is now officially out of recession. Figures released on Tuesday showed a...
2010-01-20 Citywire
Churchouse hunts for new talent ahead of expansion
Guildford-based adviser Keith Churchouse is preparing to expand his firm this year by taking on two more financial planners. The 42-year-old managing director of Churchouse Financial Planning has hired a local recruitment consultant to help in his search for new talent and hopes to recruit two.
2010-01-19 Get Surrey
Guildford branch of BHS to close
GUILDFORD will lose another of the high streets biggest names with the closure of the town centres BHS store this spring. The lease on the department store in the Friary Centre will be sold on to the cut-price clothes retailer Primark after the doors shut in...
2010-01-14 FT Adviser
RBS assets fold under Aberdeen
Aberdeen Asset Management has acquired the fund management assets and contracts from RBS Asset Management for £84.
2010-01-06 Get Surrey
Guildford town centre car park charges set to rise
CHARGES at some of Guildfords most popular car parks are set to rise again this year, despite a drop in visitors across the board. The number of people parking in council-run multi-storey car parks in the borough is on the slide when compared to the last financial...