Posted

Tax free life insurance or 55% tax?

By Worldwide Financial Planning

Categories Financial Planning, Life Insurance Advice

For the individual, take the time out to review your life cover. Is it enough? Are you paying too much for the insurance plan you have, or are you maximising the cover for the premium you are paying?

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Posted

UK PROPERTY FUNDS SWITCH PRICING TO STEM OUTFLOWS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week saw another property fund move to limit the impact of outflows as Janus Henderson announced it was moving its pricing to a full spread basis in March.

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Posted

Reducing risk, extra returns, and being nice with it. That’s ESG.

By Worldwide Financial Planning

Categories Investment

In the ‘beginning’, we had ethical funds, sustainable funds and socially responsible funds, now we have the term ESG.

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Posted

SEPERATING NOISE FROM REALITY

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week a lack of any major developments allowed us the time to look closer at some of the economic data of the last few weeks.

It has reminded us that we ought to do this more often and ignore the headlines all together.

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Posted

The surge of socially responsible investing

By Worldwide Financial Planning

Categories Investment

They say history is written by those in power, but it’s also written in the present tense in front of our eyes.

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Posted

MARKETS RALLY AS FED PAUSES RATE HIKES

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week the most impactful story came out of the US, when the Federal Reserve announced it was keeping interest rates steady.

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