Blog Posts

Are You Prepared for Investment Market Volatility?

With the recent weakness in equity markets for UK investors and an increase in bond yields, we at gpfm financial planners thought it would be of great help to share some professional thoughts. From the highs and lows of the economy through to geo-political factors, we look at the factors shaping the investment market as […]

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The Six Top Museums in Hertfordshire

Outside of helping our clients with their wealth management requirements, we like to broaden our cultural knowledge. Luckily, with Hertford as our base, there is no shortage of family-friendly museums in the surrounding towns and villages.

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The 5 Things People Forget to Include in Their Wills

Who will get your money, house or possessions when you die? How will your funeral costs be covered? Who will take care of your young children, dependants or pets? These may seem upsetting questions but they do require careful consideration. As Charles Franklin once put it “No one gets out of this life alive.”

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Should the Government Remove VAT on Charitable Wills?

Wills have long been a great way of ensuring your financial wishes are carried out as you would like. From taking care of your loved ones’ monetary needs through to property and estate handling, a will is essential in making sure any loose ends are tied up after you pass.

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How to Get a Lasting Power of Attorney Document

84% of people don’t have a Lasting Power of Attorney (LPA) according to research from Co-op Legal Services, leaving their finances and health exposed and vulnerable. 

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Advised Clients Are on Average £40K Better off Than Unadvised Clients

A recent study called ‘The Value of Financial Advice’ from the International Longevity Centre found that clients who received independent financial advice were better off by an average of £40,000. 

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Why You Should Consider Income Protection Insurance

Life has a habit of throwing us curveballs. That’s why income protection insurance (also known as IPI) is a good idea for giving you financial security when you need it the most. 

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How to Avoid Falling into the IHT Trap

There were changes to the Inheritance Tax nil-rate band in April 2017, but what are the changes, and what do they mean for consumers? 

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Almost Half of Total Passed-down Assets Taxed

Recent figures released from HM Revenues & Customs show that £5.8bn of the £11.7bn in assets passed down last year were subject to Inheritance Tax (IHT).

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General Election: The Results & What They Mean For Your Money

The result of the recent general election was a surprise for every pundit, politician and member of the public. At gpfm we need to keep abreast of political developments to ensure we give our clients the best advice.  

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