Blog

Deposit accounts – the good, the bad and the ugly

On Thursday March 5th 2009 the Bank of England reduced its base rate to 0.5% where it has remained ever since – and with fears about European defaults and a possible double-dip recession stalking the economy, it is…

Reasons to consider using Santorini Financial Planning when choosing a financial adviser in Leicester

As one of the leading Financial Advisers and wealth management firms in Leicester, we were looking at what criteria a potential new client would choose to use us over any other firm of financial advisers in Leicester. Here’s…

Ethical Investments – an Overview

With the recent emphasis on sustainability and climate change, it would be easy to think that ethical investment is a relatively modern phenomenon. In fact, its roots can be traced back to 1758, when the Society of Friends…

Financial Planning Week – Coming soon…….

October market commentary

Overview September – a month when it was difficult to find any good news, with the headlines seemingly screaming “Crisis” and “Rescue package” on alternate days. In the UK, unemployment reached 2.5m and inflation rose: the…

Taxation in retirement – what you need to know

On reaching State Pension age you no longer pay National Insurance contributions, but you don’t automatically stop paying Income Tax. Taxable income includes that from a State Pension and if this is more than the tax-free allowance, you…

Junior ISA Q&A

What is a Junior ISA? Junior ISA is a new savings scheme being introduced by the Government.  It will come into effect from 1st November 2011, and will allow children ineligible for a Child Trust Fund (CTF) to…