Currently browsing money

Pension Transfers

3rd June 2016

If you are considering changing pension contracts to a new scheme provider, there are number of options that need to be explored. Not only could there be penalties when leaving old contracts, but any guarantees or safeguarded benefits which might be left behind will need to be identified. Considering... read more

Posted in: Financial Planning, News, Pensions

The UK Budget – 16 March 2016

17th March 2016

It seems the Chancellor often uses a headline-grabbing policy in his Budgets.  This time we have sugar tax.  The cynic might say this is a deliberate ploy to divert attention from generally disappointing news on the state of the economy.  Whilst the sugar tax will have little impact on... read more

Posted in: Financial Planning

Accessing your Pension Fund

10th March 2016

When it comes to accessing your pension fund, there are number of rules and regulations to adhere to. These rules allow you to not just comply with taxation laws, but also ensure that you are able to withdraw funds without complication. Recently the rules surrounding taking from funds for... read more

Posted in: Financial Planning, News, Pensions, Tax

Black Gold?

22nd February 2016

Everything over the last few months seems to have been attributed to the price of oil – which has been blamed for stockmarkets, inflation, Russia causing problems and even Iran giving up enriching plutonium. So what does the future look like for the black stuff? Prices may go lower... read more

Posted in: Financial Planning, News

The Efficient Frontier

26th June 2014

Occasionally, The Fry Group’s Chairman, Stephen Tucker, lends his thoughts on a particular area of financial planning. Below is his analysis of one such area: Let me start with an apology. Not everyone reading this will find it as interesting as others but it is a fundamental principle of... read more

Posted in: Financial Planning

Pre-Nuptial Agreements

7th April 2014

Pre-Nuptial Agreements Dealing with finances, in the event of divorce, can be very difficult, involving emotions as well as finances. We find that clients are often concerned about the risk that assets they give to the next generation will be lost in whole or in part, as the divorce... read more

Posted in: Financial Planning, News

Undeclared Income

13th March 2014

Undeclared Income HMRC latest advertising campaign centres on their intention to close in on undeclared income amounts. One of the areas HMRC are concentrating on is undeclared offshore income.  This has been targeted several times over the past number of years and this time is backed by a number... read more

Posted in: News, Tax

Long Term Care Reform

29th July 2013

Long Term Care Reform Following the Government’s announcement to implement a new funding model for adult social care, the ‘Dilnot Cap’ on care costs has received a great deal of news coverage. There are three key elements of the new reforms which, if approved by parliament, will be implemented... read more

Posted in: Financial Planning, News