Stay up to date on a variety of topics ranging from technical to educational.
We also post information here about our upcoming workshops, seminars and other events.
Some more good news to round off a brilliant 2018. Our newest adviser, Charlotte Curd, has been welcomed into the Personal Finance Society as the Young Member Secretary for London.
BBi Financial Planning is committed to professionalism. To us, this means we want to do the best things by our clients. We have demonstrated this over the years by our
The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. If you are concerned about inheritance tax and how it might affect
National Savings & Investments (NS&I) savings certificates will next year be indexed to inflation measured by CPI instead of RPI. This is a story about the dangers of inflation …
Did you plan on retiring at 65? According to the latest statistics from the Office for National Statistics, the trend of rising employment is not limited only to working-age people.
Where are you going? Do you know how cashflow planning can help you? Do you know where you’re going? Do you have a destination in mind? Do you know how
This is a guest post by Jon Hogg of Old Mutual Wealth. Jon is kindly speaking at our next Technical Club event on 20th September 2018 titled: Reaping the Harvest.
Technical Club September 2018 – Reaping the Harvest Our next Technical Club of 2018 takes place on the 20th September. It’s time to bring in the harvest. September is coming
We are very excited to introduce our newest team member, Charlotte Curd! Charlotte previously joined us as an apprentice and quickly gained several financial planning qualifications. After a brief time
BBi Financial Planning
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BBi Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Our registration no. is 652403.
