Blog Posts

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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How to Leave the Maximum Amount to Your Children

Inheritance is an important part of the financial planning process for any parent. In the ramp-up to June’s General Election, the Conservative Party had been in the news because of their proposal to fund social care with a tax on private assets over the value of £100,000. 

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How to Save for Your Kids’ School Fees

Sending your children to private school is becoming more and more expensive – so how do you plan your budget to meet this growing cost?

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How to Make a Nest Egg Child’s Play

Their first car, a deposit on a house, university fees, a dream wedding… there are plenty of things that mean your children will need a nest egg. Tuition fees alone cost £27,750 for a three-year degree, plus living expenses.

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