Financial Planning Insights, News & Views – Amber River

Financial giftingEstate planning

26 July 2024

Gifting money to grandchildren

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Estate planningIntergenerational planning

22 July 2024

How to raise the conversation of inheritance with your parents

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North WestFinancial Planning

20 July 2024

Paul Mullin: From the pitch to planning

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MoneySchool fees planning

19 July 2024

Reducing the financial burden of school fees

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Financial Planning

14 July 2024

3 comforting ways working with a financial planner might improve your mental health

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Retirement planning

12 July 2024

How to prepare your finances so you can comfortably live to 100

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Featured insights

House for sale

12 July 2024

Why landlords should be thinking about portfolio diversification

Our expert examines why so many landlords are selling up in favour of portfolio diversification, which includes equities, cash, and bonds.

10 Downing Street

10 July 2024

What a Labour government could mean for your finances

Having won a decisive victory in the 2024 general election, here’s what a Labour government under Keir Starmer could mean for your finances.

News from our advisers

Mother helping son with shoes

5 July 2024

How can I prepare for VAT on school fees?

Inheritance tax for single or childless people

16 June 2024

How Inheritance Tax works for single individuals and childless couples

Is a SSAS pension right for my business?

14 June 2024

Can my family business benefit from a SSAS pension scheme?

Dog on a walk

13 June 2024

Inheritance tax payments reach unprecedented heights

Lady on the beach

12 June 2024

Finding the right financial protection for you

Man and dog dreaming on the sofa

17 May 2024

Are you making the most of your savings tax allowances?

Paddle boarding

12 May 2024

The ISA turns 25: Here’s how it can help you boost your wealth

Couple laughing together

11 May 2024

How the government’s “side-hustle tax” could affect you

Man in apron

9 April 2024

Why your accountant should partner with your financial planner

Three generation family taking a selfie

2 April 2024

Intergenerational Planning: What is it and how can it be used?

David Robertson

8 March 2024

David Robertson: Embracing technology to help clients achieve their goals

Businessman on computer

6 March 2024

All the winners and losers from the 2024 Spring Budget

Spring Budget from London

6 March 2024

Your Spring Budget update – the key news from the chancellor’s statement

Couple enjoying a yacht ride

6 March 2024

How the Spring Budget change to Capital Gains Tax could affect you

financial admin

23 February 2024

7 useful bits of financial admin you can do this 29 February

Estate planning for Wealthy Families

23 February 2024

Estate planning for wealthy families

Divorced woman

18 February 2024

How financial planning can help with your divorce

Financial future

16 February 2024

Why advisers use cashflow modelling to visualise your future

Michael Hawthorne IFA

14 February 2024

How much money do you need to have a financial adviser?

estate inheritance

12 February 2024

Keeping your estate inheritance in the bloodline

Jen Lancaster

9 February 2024

Jen Lancaster: From city trading floors to the Ribble Valley

Financial Planner

7 February 2024

Six roles of a Financial Planner: What they do and how they can help

Financial Planner

5 February 2024

End of year tax savings tips for high earners

Relaxing woman

23 January 2024

How much money can I inherit without paying tax?

Inheritance Tax

23 January 2024

How much money can I leave without an Inheritance Tax bill?

family business owners

5 January 2024

How family business owners can extract profits from the business

Crystallised Pension

4 January 2024

What is a Crystallised Pension?

family-owned business

4 January 2024

How to plan a successful exit from your family-owned business

financial planning

19 December 2023

A quick guide to understanding financial planning jargon

Amber River

8 December 2023

Can I give my house to my children to avoid inheritance tax?

Giselle Clayton

6 December 2023

Giselle Clayton: Providing peace of mind and practical financial solutions

Are Annuities a Good Investment

30 November 2023

Are Annuities a Good Investment?

trusts

27 November 2023

How does the Residence Nil-Rate Band affect trusts?

2023 Autumn Statement

22 November 2023

Everything you need to know about the 2023 Autumn Statement

retire early

17 November 2023

How much does it cost to retire early?

Joanne Dale

3 November 2023

Joanne Dale: Taking clients on a journey of discovery

business planning

2 November 2023

What family business owners need to know about protecting their business

Profit-Extraction

24 October 2023

Profit Extraction: Tax-efficient ways to take money out of your business

advice on Inheritance Tax

23 October 2023

Who’s the best person to advise on Inheritance Tax?

Tara-Dixon

20 October 2023

Tara Dixon: Financial advice is a family affair

30 year old couple with young children

19 October 2023

Tara Dixon: Why protection is the bedrock of financial planning

Sabrina Potter

18 October 2023

Sabrina Bailey: It’s not all about the numbers

What are the Downsides of Equity release

17 October 2023

What are the downsides of equity release?

buy-an-annuity

14 October 2023

The rising popularity of annuities

relaxing man and dog

13 October 2023

What is Capital Gains Tax and how to reduce it?

inheritance

12 October 2023

What could you do with an inheritance in your 40s and 50s?

Phased-retirement

11 October 2023

Not the retiring type? Why people choose to retire later

Safeguarding your pension during a divorce

10 October 2023

Safeguarding your pension during a divorce

Chris Masley

18 August 2023

Chris Masley: Business protection for small businesses

Chris Masley

22 July 2023

Chris Masley: Guiding clients towards a secure future

review your retirement plan

21 July 2023

Why now is a good time to review your retirement plan

Protecting your rights to your home in a divorce

18 July 2023

Protecting your rights to your home in a divorce

Amber River East Anglia Charity Event

7 July 2023

Amber River East Anglia raise money for Suffolk Mind

5 financial planning tips for business owners

27 June 2023

Nick Cohen’s 5 financial planning tips for business owners

Nick Cohen

27 June 2023

Nick Cohen: helping new generations benefit from having a financial plan

9 ways to reduce your Capital Gains Tax

26 June 2023

9 ways to reduce your Capital Gains Tax

Amy & Sue Moonlight & Memories Walk

16 June 2023

Moonlight & Memories Walk

5 reasons why you need an Estate Plan

15 June 2023

5 reasons why you need an Estate Plan

Ryan, Elise & Jasmin

15 June 2023

Shipman volunteer with FORCE

6 June 2023

Phased retirement: Starting a new business in retirement

1 June 2023

How much life insurance do I need?

12 May 2023

Changes to the lifetime and annual pension allowances: What does it mean for you?

5 May 2023

What should I do with an inheritance received in my 60s?

4 May 2023

Should you consolidate your pensions?

True Bearing Group Photo

1 May 2023

Easter Jacobs Join & Raffle

11 April 2023

How does the 2023 Budget affect your pension and retirement planning?

6 April 2023

Will my children receive their inheritance if I remarry?

5 April 2023

What’s the difference between UFPLS and flexible pension drawdown?

4 April 2023

A Brief Guide to Pension Drawdown

29 March 2023

What questions should I ask when choosing a financial adviser?

28 March 2023

Do I need to sell my home to pay for my care?

27 March 2023

How much do I need to retire?

5 March 2023

What’s the difference between a will and a trust?

23 February 2023

Six things to do before the end of the financial tax year

21 February 2023

What should you do with an inheritance lump sum in your 30s?

20 February 2023

Financial planning tips to help fund school fees

17 February 2023

5 ways to include employee wellbeing within your employee benefits package

15 February 2023

Why everyone needs Lasting Powers of Attorney

13 February 2023

Could paying for your child’s wedding result in an IHT bill?

10 February 2023

6 ways of protecting your family’s finances

10 February 2023

What does a financial planner need to know about you?

9 February 2023

Should I offer my employees Group Income Protection?

8 February 2023

What could you do with an inheritance lump sum in your 20s?

5 February 2023

Understanding the risks of investing

5 February 2023

Financial planner, Jacob Rudman, talks about putting risk into perspective

2 February 2023

The hidden costs of buying a second home

Paul Cullen IFA

1 February 2023

Paul Cullen: the family man who loves shaping life plans

31 January 2023

Financial planning ideas for new parents

23 January 2023

Managing portfolio risk

20 January 2023

I’ve inherited a lump sum, what should I do with it?

19 January 2023

Understanding shareholder protection

18 January 2023

What is an equity release lifetime mortgage?

3 January 2023

Why is portfolio diversification so important?

1 January 2023

Should I buy an annuity with my pension?

31 December 2022

Investing in a Buy-to-Let Property

30 December 2022

Boost your employee benefits with financial protection

12 December 2022

Is ‘phased retirement’ right for you?

8 December 2022

Preparing for the Great Wealth Transfer

2 November 2022

Financial planning for new parents: Don’t forget about your future too

Couple enjoying retirement

1 November 2022

The pros and cons of equity release

3 Women discussing workplace pensions

27 October 2022

Why should you consider opting into a workplace pension?

13 October 2022

Aidan Place: Finding the balance between living today and planning for tomorrow

13 October 2022

What are your options when a business partner dies?

13 October 2022

Is critical illness cover worth the cost?

11 October 2022

The benefits and challenges of a phased retirement

Income Protection

9 October 2022

Can I insure myself against redundancy?

Smiling man embracing his son

1 October 2022

What to ask when choosing an income protection policy

what is an annuity

22 September 2022

What is an annuity?

Critical Illness Cover

9 September 2022

What to ask when taking out critical illness cover

7 September 2022

The benefits of placing your life insurance in a trust

7 September 2022

Family income benefit or family income protection?

5 September 2022

How can I protect my family financially?

4 September 2022

What to ask when taking out a life insurance policy

3 September 2022

Financial planning for new parents: Protecting your family

2 September 2022

Investing in the ‘age of inflation’

Mike Greely Chartered Financial Planner

2 September 2022

Mike Greely: piecing together the investment puzzle

1 September 2022

Financial planning for new parents: Preparing your finances

Whole of Life Insurance

16 August 2022

When should I take out whole of life insurance?

15 August 2022

Investing for income after you retire

11 August 2022

Does your child have a forgotten Child Trust Fund?

10 August 2022

Are Premium Bonds really worth it?

9 August 2022

Savings and investments for children

8 August 2022

Should I invest in cryptocurrency?

7 August 2022

The Bank of Mum and Dad: Helping first-time buyers

6 August 2022

The best ways to save and invest for young adults

20 July 2022

The true benefits of paying for financial advice

19 July 2022

Financial planning for new parents: Investing for your child’s future

8 July 2022

5 common money mistakes when starting your first job