One of our advisers has joined the PFS London committee
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. Charlotte was voted on to the committee on 14th December 2018. The Personal Finance Society exists to ‘lead the financial advice community towards higher levels […]
Our Core Values
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 fierce commitment to independence (because our only concern is our client) and to our status as a Chartered firm (which was one of our first […]
Inheritance tax reporting changes are coming
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 you, give us a call on 020 8559 2111. This new report highlights a variety of issues with the current IHT system: IHT returns are […]
Inflation danger and Index-linked savings certificates
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 … NS&I certificates have not been on sale since 2011, but NS&I allow existing certificate holders to reinvest in new series of certificates when their old […]
More people are working past 65
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. The new data reveals a growing number of people are now working beyond what is still viewed as the traditional retirement age for men. During […]
How can cashflow planning help your financial journey?
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 to get there? Your financial life is like a journey. Some people travel wherever the winds take them. Others know exactly what they want […]
Reaping the Harvest: Pension Simplification
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. 6th April 2006 heralded the introduction of “Pension Simplification”! I think it fair to say that this premise was not delivered with successive Chancellors tinkering […]
Technical Club September 2018 – 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 and its time to harvest the crops. It’s only fitting that we look ahead to how we can harvest our financial growth, and this has […]
Getting the team back together
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 with Old Mutual Wealth, she has now completed her studies and has obtained her Diploma in Regulated Financial Planning which makes her (we believe) the […]