A Valuable Lesson For Retiring Teachers

Any change to your role, pay, employer or working hours has an impact on pension benefits, but as I discovered recently, teachers need to be particularly vigilant. I met a client who was reaching the end of a teaching career and was fortunate enough to remain an active member of Read More >>

My Journey To Qualification

If you believe all you see on the news, you’d be forgiven for thinking most university graduates are working in McDonalds. I’m proof that with clear direction, ambition and a little luck, opportunities are available. It’s only a couple of years since I left university, but I’m now a qualified Read More >>

Keeping Your Plan On Track

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this final article, we address step five and Read More >>

Plan Today, Enjoy Tomorrow

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this article, we explain how we develop a Read More >>

Evaluate Your Financial Provision

To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly Once we have established your goals and gathered your Read More >>

Let Facts Speak For Themselves

To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly This article looks closely at step two – accurate Read More >>

The Business End Of Minimising Tax

It is not uncommon for our financial planning to include advice around inheritance tax. There is a threshold set by the government, above which the levy must be paid at 40% on any assets you own at the time of your death. Recent amendments mean eligible married couples now have Read More >>

An Inflation-Beating Way To Save

For most of us, money doesn’t come easily. It takes a lot of hard work to build up savings, so how do you make those savings work hard for you? You need to consider all the options available and extract the most from your hard-earned cash. A stocks and shares Read More >>

Keep The Faith: Markets Will Bounce Back

Record stock market highs were recorded in February, which now seems a long time ago. A month later, Covid-19 and an oil price war between Russia and members of the Organisation of the Petroleum Exporting Countries (OPEC), led by Saudi Arabia, brought about the biggest market downturn since the financial Read More >>

Designated Members: David Bashforth FPFS, Jon Stevens APFS, Ben Smalley APFS and Martin Birch FPFS MCSI.
Belmayne Independent Chartered Financial Planners is a trading name of Belmayne Independent Financial Services LLP, a Limited Liability Partnership.
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