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Independent Financial Advice | The online home of Jeremy Phelps, Chartered Financial Planner

The online home of Jeremy Phelps, Chartered Financial Planner (by Jeremy Phelps)

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Independent Financial Advice | The online home of Jeremy Phelps, Chartered Financial Planner | jeremyphelps.co.uk Reviews

https://jeremyphelps.co.uk

The online home of Jeremy Phelps, Chartered Financial Planner (by Jeremy Phelps)

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1

Autumn statement 2012 | Independent Financial Advice

http://jeremyphelps.co.uk/2012/12/05/autumn-statement-2012

The online home of Jeremy Phelps, Chartered Financial Planner. December 5, 2012. On 5th December 2012, George Osborne gave his 2012 Autumn Statement to Parliament. The proposals are as follows:. The 3p increase in fuel duty, planned for next January, is cancelled. From 2014/2015 lifetime allowance to fall from 1.5m to 1.25m. From 2014/2015 annual allowance to fall from 50,000 pa to 40,000 pa. Maximum Government Actuary’s Department rate (GAD) to rise from 100% to 120%. Inheritance tax threshold to be inc...

2

The Triviality Limit is £18,000? – Well, not always! | Independent Financial Advice

http://jeremyphelps.co.uk/2013/08/18/the-triviality-limit-is-18000-well-not-always

The online home of Jeremy Phelps, Chartered Financial Planner. August 18, 2013. August 19, 2013. The Triviality Limit is 18,000? 8211; Well, not always! I’ve been helping a client recently, who was looking to draw the benefits from his personal pension plan. He was hoping to draw it all out in one go, sometimes known as using the Trivial Lump Sum. Option. His problem is that the fund was worth 18,700 – which is more than the Triviality limit of 18,000. However, I enquired with Legal and General whether t...

3

Investing for children | Independent Financial Advice

http://jeremyphelps.co.uk/2012/06/02/investing-for-children

The online home of Jeremy Phelps, Chartered Financial Planner. June 2, 2012. June 2, 2012. No parent will need reminding children cost money. Many parents or grandparents are in the fortunate position to be able to save for their family and so often need advice on what may be the most suitable route. With so many options available, where do you start? A bank account, Junior ISA, Child Trust Fund or shares, to name a few? Also needs to be considered. Here are some considerations:. Trivial pension lump sum...

4

Overseas property through SIPP – here’s what the FSA think | Independent Financial Advice

http://jeremyphelps.co.uk/2013/01/18/overseas-property-through-sipp-heres-what-the-fsa-think

The online home of Jeremy Phelps, Chartered Financial Planner. January 18, 2013. November 26, 2014. Overseas property through SIPP – here’s what the FSA think. Here is an email I’ve just received from the FSA, which backs up a blog I posted last year on unregulated investment through SIPPs. Advising on pension transfers with a view to investing pension monies into unregulated products through a SIPP. Depending on the circumstances, the customer may not be able to have recourse to the Financial Ombudsman ...

5

Pension investment in overseas property | Independent Financial Advice

http://jeremyphelps.co.uk/2012/08/04/pension-investment-in-overseas-property

The online home of Jeremy Phelps, Chartered Financial Planner. August 4, 2012. January 18, 2013. Pension investment in overseas property. I am aware as a practicing IFA in Llanelli of some serious, possibly misleading advice being offered to pension savers who risk losing all of their pension savings. This blog has been inspired after listening to the BBC Moneybox programme. Of 24th July, titled ‘Pension scams under investigation’. My concerns are described as follows:. He is aged late 50’s. His pension ...

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Notify Blogger about objectionable content. What does this mean? My travels through the land of the broken. Jeremy is currently writing to you from Annapolis, Maryland, USA. Under all speech that is good for anything there lies a silence that is better. Silence is deep as Eternity; speech is shallow. My own corner of the world. Hammers, nails and sore thumbs. The only math I ever loved. God made dirt, so dirt dont hurt. If only complaining could fuel a vehicle. Tribe of los angeles. Sunday, May 28, 2006.

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Independent Financial Advice | The online home of Jeremy Phelps, Chartered Financial Planner

The online home of Jeremy Phelps, Chartered Financial Planner. Discussing life expectancy as part of your retirement planning is key. Pension Wise, the government’s guidance guarantee service, must discuss life expectancy as part of people’s retirement planning, according to a recent Aviva report. More accurate picture of life expectancy. New pension freedoms to take effect. The lack of clarity around the interplay of factors affecting life expectancy could mean that many people default to average longev...

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Jeremy Philips

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Jeremy Phillips

My main current activities. My main activities at present include the following. From January 2007 till March 2011 I was a Research Director, Intellectual Property Institute, London, with particular responsibility for Innovation. Now I am an Honorary Research Fellow. I am a member of the IPI Council and participate actively in its many projects. The Journal of Intellectual Property Law and Practice. Journal of Intellectual Property Law and Practice. JIPLP") is published monthly by Oxford University Press...

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Jeremy Phillips - Photographer

Beauty and Dance Photography. Mineà - Makeup by Ashlee Hilton. Mel Barnard - Makeup by Isabelle De Vries. Makeup by Isabelle De Vries. Lily Van Dyke - Makeup by Vickie Nguyen. Acacia - makeup by Isabelle De Vries. Julianne Haines wears Jontà Designs. Ella Bailey wears Jontà Designs. Jacey Brown wears Ela and Jackson. Jacey Brown wears Ela and Jackson. Website by Jeremy Phillips.