Blog Posts

Inheritance Tax: What is it and How Can it Affect You?

You may have heard of Inheritance Tax (IHT) but do you know whether or not you or your family will be affected by it? We have produced a simple guide to explain exactly what this tax entails and if it is relevant to you.   What is it? Simply put, IHT is a tax on […]

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Retirement Planning: A Checklist

Retirement should be a time of relaxation and happiness after years spent on families and careers. Whether you want to travel, settle down or embark on a new endeavour, planning is essential to a successful retirement. We have put together a checklist of things to make sure you are prepared no matter what comes your […]

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The Pros of Long Term Equity Investment

In the midst of Brexit and the appointment of a new Prime Minister, there is an inevitable air of uncertainty in the UK.

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Independent Review Calls for Inheritance Tax Revision

Inheritance Tax (or IHT) is the tax owed on the estate (the property, money and possessions) of a person who has died. You can find out more about who needs to pay this tax and how much it is here* but one of the most important facts about IHT is the seven-year rule.

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A Guide to Different Types of Credit Cards

Credit cards are a common financial product used by a large portion of the adult population. However, there are many different types out there, so we have put together a brief guide to help navigate the complex world of credit cards.  

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Government Boost to Retirement Savings

Written by Amy MacKinnon, BA (Hons), FPFS – Financial Planner  Most individuals will have a pension, however, a lot of people saving for retirement may not have considered the use of a Lifetime ISA (LISA) alongside their pension to increase their savings.

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How to Pay and Save for Living Expenses at University

Tuition fees in the UK famously and controversially rose in 2010 from a cap of £3,225 to one of £9,000. This sparked protests around the country but to no avail as a judicial review against the raised fees failed in 2012 and those starting university that September faced the new fee system.

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4 More Inspiring Hertfordshire Charities

At gpfm, we have always advocated supporting our community and our local charities. 

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University Fees and How to Repay Them

Written by Amy MacKinnon. In light of the recent landmark review* commissioned by the government regarding tuition fees, we have produced a short guide to how they currently work, as well as some assumptions on the amounts that could be paid back over a graduate’s employed future. 

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How a Lifetime ISA Can Help You Save for a House

Getting your foot onto the housing ladder can seem like a Herculean task, considering property prices, the economic climate and an impending and uncertain Brexit. However, there are some accounts that are specifically engineered to lend a helping hand; one such account is a Lifetime ISA (individual savings account).  

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