Our award for Best Adviser for Individual Protection at the Health Insurance & Protection Awards 2020 is sitting proudly at the IEP Financial office.
Help for mortgage prisoners
Help for mortgage prisoners New rules from the Financial Conduct Authority (FCA) mean lenders have more flexibility to help those classed as mortgage prisoners switch mortgages. These new rules are based on your …
IEP Financial awarded at the Health Insurance & Protection Awards 2020
We are delighted to announce that we have been awarded Best Adviser for Individual Protection at the Health Insurance & Protection Awards 2020. As well as this we were shortlisted for the Best …
Market Update – Impacts Of COVID-19 (Coronavirus)
Last Updated: Friday 28th February 2020 Global markets have seen a significant sell-off this week due to the increasing concerns of the coronavirus and the impact it is having on the global economy. …
Plan Your Pension Pot With This Life Expectancy Tool
Know when to retire with this Life Expectancy Tool A simple life expectancy tool is all it takes to make some smart financial planning decisions for the future. We are all living longer …
IEP Financial Scores Top Marks in FT Adviser Mystery Shopper Hove
This week we are very proud to have featured in a Mystery Shopper Hove article in the FT Adviser. The article compares interactions between a mystery shopper and other local Independent Financial Advisors …
Planning ahead – Wills & Lasting Power of Attorney
Do you need a Lasting Power of Attorney (LPA)? A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint people to help you make decisions on your behalf, …
Market Update
Since the end of September we have seen increasingly volatile markets, and this week doubts about the US/China trade deal had hit markets on Tuesday but with the US market closed on Wednesday …
Approaching Uncertainty in the Market
Will recent Stormy Swells In Global Markets Affect long-term Investors? We often see fluctuations in the market, sometimes significant. However, this is to be expected while investing. It’s never a welcome feeling for …
How Long Will I Need To Save For?
How long will your pension need to last? We are all living longer in the UK. On average, people aged 55 today will live to their mid-to-late 80s. Around 1 in 10 men …
Understanding Inheritance Tax
An Overview Of Inheritance Tax Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died. There’s normally no Inheritance Tax to pay if either: the value of …
Philanthropy Advice for Professional Advisors
Where Are Funds Spent When Donating To Charity? The demand for philanthropic advice continues to rise with more would-be philanthropists wanting to give locally but with no idea how to approach the challenge …
