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New Year Resolutions
New Year Resolutions

New Year resolutions are many but should include some to get our finances into shape. Here are [...]

04
Jan
Budget 2018
Budget 2018 – Not Much News Is Generally Good News

A brief synopsis from what was generally a quiet Budget 2018 by Chancellor Philip Hammond: [...]

30
Oct
Tax Free Cash (TFC)
Pension Review: Tax Free Cash (TFC)

In the third of a series of articles, we take a look at another important [...]

02
Oct
Budget 2018
Budget 2018 Announcement

Philip Hammond, the Chancellor of the Exchequer, announced earlier this week that Budget 2018 will [...]

28
Sep
Pension Review: Performance - Thumbs Up or Thumbs Down?
Pension Review: Performance – Thumbs Up or Thumbs Down?

Following on from our previous article Pension Review: Guaranteed Annuity Rates (GARs) one of the most [...]

24
Sep
Guaranteed Annuity Rates (GARs)
Pension Review: Guaranteed Annuity Rates (GARs)

In the first of a series of articles we take a look at some of [...]

21
Sep
Preserving the Personal Allowance
Preserving The Personal Allowance

When ‘adjusted net income’ exceeds £100,000, the Personal Allowance of currently £11,850 for tax year [...]

27
Jul
Power of Attorney
Power of Attorney and Pensions

We have previously written an article on Powers of Attorney and the importance of these in [...]

25
Jul
Equitable Life
Equitable Life

There may be some clients with one or more of the remaining 261,000 Equitable Life [...]

18
Jun
Stock Market Volatility

Although a stock market correction has been long forecast and well overdue some may argue, [...]

07
Feb
Pension Annuity Changes

1st March 2018 sees the introduction of the Financial Conduct Authority’s annuity comparator requirements. The [...]

02
Feb
Critical Illness Insurance Claims
Critical Illness Insurance Claims

One of the myths around critical illness insurance is that insurance companies will wriggle out [...]

02
Feb
An Old Chestnut

Don’t forget that the Individual Savings Account (ISA) limit is £20,000 for tax year 17/18 [...]

30
Jan
Pension Contribution Limits

There is still some confusion about what level of contributions may be made to a [...]

23
Jan
Capital Gains Tax (CGT)

Capital Gains Tax (CGT) is payable when you sell an asset for profit although every [...]

19
Jan
FTSE 100 Soothsaying

It is always a lottery forecasting how the FTSE 100 is going to perform, after [...]

03
Jan
Autumn Budget 2017

Some points that may interest you from this week’s Budget:- [...]

24
Nov
Power of Attorney

Like many of my clients I have elderly parents who in my case are in [...]

08
Nov
Neil Woodford’s Equity Income Fund
Neil Woodford’s Equity Income Fund

Many individuals as well as financial institutions will be invested in Neil Woodford’s Equity Income [...]

13
Oct
University Fees
University Fees

Many people will have children or grandchildren who are planning to go to university shortly [...]

07
Sep
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Recent Posts
  • New Year Resolutions January 4, 2019
  • Budget 2018 – Not Much News Is Generally Good News October 30, 2018
  • Pension Review: Tax Free Cash (TFC) October 2, 2018
  • Budget 2018 Announcement September 28, 2018
  • Pension Review: Performance – Thumbs Up or Thumbs Down? September 24, 2018
  • Pension Review: Guaranteed Annuity Rates (GARs) September 21, 2018
  • Preserving The Personal Allowance July 27, 2018
  • Power of Attorney and Pensions July 25, 2018
  • Equitable Life June 18, 2018
  • Stock Market Volatility February 7, 2018
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  • Uncategorized

ABOUT WARR & CO IFA LTD

Warr & Co Independent Financial Advisers Limited (a company registered in England & Wales - Company No. 07883441) is authorised and regulated by the Financial Conduct Authority (FCA No. 572605). Our website is a regulated business territory site for UK based clients only. Whilst the information detailed here is updated regularly to ensure it remains factually correct, it does not in any way constitute specific advice and no responsibility shall be accepted for any actions taken directly as a consequence of reading it. If you would like to discuss any of the points raised and / or for ourselves to provide advice specific to your personal circumstances, please feel free to contact us. Warr & Co Independent Financial Advisers Limited is not responsible for the information / content provided by external website links.
Copyright 2019 © WARR & CO Independent Financial Advisers
  • Home
  • IFA Services
    • Pre-Retirement Pension Planning
    • In-Retirement Pension Planning
    • Savings & Investments
    • Personal Financial Protection
    • Business Financial Protection
    • Tax Planning
  • A to Z of Financial Terms
    • A to Z of Pre-Retirement Planning
    • A to Z of In-Retirement Planning
    • A to Z of Savings & Investments
    • A to Z of Personal Financial Protection
    • A to Z of Business Financial Protection
    • A to Z of Tax Planning
  • Features
    • Warr IFA News & Articles
    • Tax Tables 2018 / 2019
    • Testimonials
    • Privacy Policy
    • Financial Ombudsman Service (FOS)
    • Financial Services Compensation Scheme (FSCS)
  • About Us
  • Contact
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