News centre

Please see below for a range of useful blog posts, resources and latest news stories which may be of interest to you.

Videos

Resources

24 Sep 2018

You and Yours - Estate Planning

Posted by - Glen Callow

All too often, people put off estate planning. This is understandable as, rather than preparing for the here and now, it requires you to consider what will happen when your life is over, hardly something most of us rush to contemplate. Consequently, estate planning often becomes, and all too often remains, a do-it-tomorrow task. When it could suddenly become all-important… it might be too late. After all, accidents and illnesses do happen.

21 Sep 2018

The Bank of Mum and Dad

Posted by - Glen Callow

Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up enough in savings to put down the deposit on a house or to afford to move up from a first home to something larger. And, understandably, many parents want to do what they can to support their children financially with house purchase. This could be through a gift, a loan, helping with a guarantee when a mortgage is taken out or a range of other routes.

1 Mar 2018

Service Charter

Posted by - Glen Callow

It is important that you know what to expect in terms of the services we provide, and that you understand our commitment to you in the provision of those services. We intend to be professional, clear, and fair in our dealings with you, and will always ensure that any service or advice provided is in your best interests.

Latest News

20 Nov 2018

Things to keep an eye on post-budget

Posted by - Glen Callow

Many breathed a sigh of relief after the Budget announcements, given that the widely expected tax rises to pay for the NHS did not materiali...

20 Nov 2018

Use or lose your £40,000 pension bonus

Posted by - Glen Callow

Higher earners have six months left to take advantage of a quirk in the pension rules that allows them to double up on their tax relief. Sav...

20 Nov 2018

When will the markets recover?

Posted by - Glen Callow

After a grim October, markets around the world appear to have stabilised a touch, primarily on the back of growing optimism around the US/Ch...

20 Nov 2018

Landlords hit by the Budget

Posted by - Glen Callow

When you sell a property, you may have to pay capital gains tax (CGT) if you have let it out. How much you pay depends on how long you lived...

20 Nov 2018

Rates held but Brexit won’t get in the way of rises

Posted by - Glen Callow

The borrowing costs of UK households and businesses may rise in the event of a no-deal Brexit, the Bank of England has warned. The central b...

Archives

Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 586270. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.