Resources

Worldwide Financial Planning here to help you!

Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

To get full access and be able to view all of the resources we ask you to please Click Here and register once – we will email you your log on details once this is complete.

Registering your details means you will be able to log on any time and view the resources that are relevant to you and your needs.  We do not make this information available to anyone that comes on the site and want to share this with clients who are already working with WWFP and people that value the knowledge that we have created.  We do not share your details with any third parties and will only contact you on occasions with what we feel is relevant information. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

Investment and pension diversification

By Worldwide Financial Planning

Categories Financial Planning, Investment, Pension

We all have our investment or pension portfolios, and we want the best from them as that’s what brings us the security, and the ability, to do the things we want.

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Posted

UNCERTAINTY RESERVED FOR UK BUDGET WITH INFLATION CONTINUING DOWNWARD TRAJECTORY

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Today’s release of the Personal Consumption Expenditures (PCE) index showed that the Federal Reserve’s preferred measure of inflation held steady at 2.5% in the year to July which only supports the Fed’s stance on initiating rate cuts next month.

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Posted

Further tips on Inheritance Tax

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

Can I give my house away and still live in it? Technically yes you can, but it wouldn’t be a successful plan for Inheritance Tax planning.

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Posted

MARKETS CONTINUE TO RECOVER AS INVESTORS NAVIGATE UNCERTAIN ECONOMIC LANDSCAPE

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Investors are keenly awaiting Powell’s remarks, which could signal a shift in the Federal Reserve’s stance on interest rates.

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Posted

Checking your state pension entitlement

By Worldwide Financial Planning

Categories Financial Planning, Long Term Care, Pension, Company pension

Your state pension is based upon your national insurance contributions. The amount you will receive is based on the qualifying years you have. To check that, there are a few steps to take.

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