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The IFA Company

Where There’s A Will, There’s A Way: Financial Planning With The IFA Company

In the latest in our series of financial advice articles, The IFA Company’s Lucy McKinley discusses later life financial planning. The importance of later life financial planning shouldn’t be overlooked. There are some simple ways to ensure that you pass something on to your loved ones: Make a Will Many people think that their spouse […]

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The Importance Of Personal Pension Savings

The IFA Company’s Lucy McKinley explains why she thinks personal pension savings are an integral part of financial planning. Thanks to the rules on workplace pensions, most employees are part of an employer’s pension scheme. Membership of these schemes is valuable because the employer’s contribution is a tax-free benefit. However, the minimum contribution to workplace […]

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Brockbanks Solicitors,Experts You Can Bank on

 At various times in your life, events can take place that mean that you need legal help. Brockbanks Solicitors have been providing expert legal advice to the Cumbrian community for over 240 years.   Need to resolve a dispute? Perhaps you need to take employment law advice? You may simply need help and support when buying or selling a […]

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Financial Planning for Millennials: the Benefits of Acting Sooner Rather Than Later

There’s a commonly held belief that financial advice is only for older people – because they’ve accumulated sufficient wealth to make seeking advice a sensible move and they also start to worryabout their income in retirement.   Many people in their 20s and 30s have a very limited interest in financial advice, because they either don’t have surplus income or spend it all – and matters like retirement planning seem like a lifetime away. From personal experience […]

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Money Matters with The IFA Company  

The 6 April sees the start of the new tax year and the availability of new investment allowances. The IFA Company’s Lucy McKinley gives us a quick guide to the allowances that are available to help you to make the most of your money.   ISA allowance: £20,000 for 2018/19  The ISA allowance is probably the most […]

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Happy New Tax Year: Our Guide to HMRC’s Tax Relieved Gifts

ISA (individual savings account) allowance: £20,000 for 2018/19 The ISA allowance is probably the most commonly used form of tax-relieved savings. ISAs can hold cash, investments or a combination of both; they’re advantageous because the income they produce is free of income tax; and when you sell investments held in an ISA, gains are free of […]

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The IFA Company : What The internet Won’t Tell You

The chances are (if you’re reading this) that you’re already considering using a financial advisor. You might have already turned to the internet to tell you why a financial advisor could be beneficial to your finances – to be honest, that’s what I did when I was looking for ideas for this blog. And the […]

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